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Superannuation
Platforms have emerged as the major beneficiaries of the growth in self-managed superannuation funds (SMSFs), according to data collected by specialist superannuation cle...
Financial planning
Dealer groups are preparing for changes in the financial services industry by looking to platform and fund ownership as a way to take planner and licensee remuneration in...
Editorial
Westpac chief executive Gail Kelly describes result as sound in a challenging year....
Financial planning
The picture of a positive third quarter continues to evolve, with IOOF Holdings revealing funds under management, administration, advice and supervision (FUMAS) has incre...
Editorial
Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...
Superannuation
Financial planners have been witness to a rush of new retirement income products hitting the market but, as Liam Egan explains, the fall-out from the global financial cri...
Financial planning
Common standards for straight-through data processing will bring more efficiency for planners....
Financial planning
Challenger Financial reports strong September quarter on the back of increasing preference for annuities....
Financial planning
Perennial appoints former researchers and BDMs to work with planners and research houses to develop investment portfolios....
Financial planning
In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...
Financial planning
Count believes its accountancy background will represent an advantage in any new remuneration environment....
Financial planning
A key advantage offered by Deutsche Bank is a unique integration between the futures and options business and the managed account platform....
Financial planning
Challenger has initiated discussions with "several leading platform providers" regarding the establishment of a platform-based unitised annuity investment option....
Financial planning
Will allow advisers to move underlying shares, managed funds and SMAs automatically between investment platforms....
Financial planning
The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial S...
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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...