PLATFORMS
Editorial
Large institutions view the global financial crisis-inspired period of regulatory review and change as a chance to buy distribution and platforms cheaply and to position ...
Editorial
Tom Collins argues the introduction of a fiduciary duty for financial advisers is overdue. ...
Editorial
Bryan Ashenden takes a look at the far-reaching impact the recommendations of the Ripoll Inquiry could have on the financial services industry....
Editorial
While much of the debate around NAB/MLC’s acquisition of AXA Asia Pacific has focused on who controls which dealer group, Mike Taylor argues that control of the platforms...
Financial planning
Control of the Australian platform market has nearly halved in the past four years to be dominated by three of the nation's big four banks, a situation that would be exac...
Financial planning
Recent action in the NSW Supreme Court over the status of Adviser Service Fees when authorised representatives change licensees appears to have raised more questions than...
Editorial
This year promises to be interesting year for the entire financial services industry, writes Jim Minto....
People & Products
MLC has appointed Dean Thomas as the general manager of its MasterKey investment platform, where he will be responsible for managing and developing the suite of investmen...
Financial planning
Australian financial software company Iress Market Technology continues its offshore expansion....
Financial planning
The latest Plan for Life data reveals a strengthening master fund market but declining fortunes for master trusts....
Life/Risk
Agreement between third-party insurer and specialist software provider sets scene for growth....
Financial planning
A consortium including Lend Lease managed funds has been named the preferred bidder of $1.4 billion in assets from the ING Retail Property Fund....
Financial planning
A year of extremes has forced the industry to step up and meet the demands of clients, writes Brian Bissaker....
Editorial
Dominic McCormick looks at alternatives to mainstream investments and the role they can play in a diverse portfolio....
Financial planning
The chairman of the Ripoll Inquiry, Bernie Ripoll, has indicated volume rebates paid from product manufacturers to dealer groups are encompassed in the recommendations ma...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...