PLATFORMS

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...

Financial planning

Some fund managers have expressed concerns that new requirements for product providers are going to make it harder for boutiques to get their products on to an investment...

Financial planning

Proposed acquisition to increase NAB's share of mortgage market by less than 1 per cent....

Financial planning

The AMP Capital Asian Equity Growth Fund and the AMP Capital Corporate Bond Fund have been added to new platforms, making them accessible to more investors....

Editorial

Will the policy tide turn against commissions? Michael Mathieson considers the future prospects for remuneration in the industry....

Financial planning

Financial services group Citi Australia and boutique wealth manager Alpha Structured Investments have launched a new structured investment on the ASX, Alpha Results....

Financial planning

BT Wrap enhances platform offerings to make life easier for advisers and accountants handling SMSF clients....

Financial planning

The AIOFP has put out tenders to eight platform providers to provide four white label platforms in an effort to ultimately lower the cost of fee-for-service to its member...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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