PLATFORMS

Financial planning

There is not enough money in providing white label products to planners, according to dealer group Titanium distribution manager Mark Finch....

Financial planning

Will play key role in developing institutional fixed income business....

Financial planning

Ripoll inquiry urged to stop the commissions rivers of gold and impose a fiduciary duty on planners....

People & Products

Previously held positions with QSuper and Commonwealth Bank....

People & Products

Matt Thompson appointed to newly-created role....

Financial planning

FIIG Securities has launched a financial planner services unit focused on providing access to fixed-income investments....

Editorial

As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...

Financial planning

A submission by Professional Investment Services to a parliamentary inquiry has pointed to the use of investment platforms as one way of mitigating potential conflicts of...

Editorial

Count Financial announces a 9.1 per cent decline in profit and slams the need for PI, arguing it is being penalised for the mistakes of other AFSL holders who shouldn't h...

Life/Risk

ING has upgraded its OneAnswer super offering with the addition of an online insurance tool....

Editorial

Following a number of recent liquidity issues, platforms have found themselves in new territory....

Superannuation

A boutique fund manager has teamed up with a financial planning firm and a stockbroker to offer a direct property fund for the self-managed superannuation fund market....

Financial planning

Legislation is required to ensure consumers can distinguish between planners providing 'independent strategy-driven advice' and those providing 'product sales-driven advi...

Financial planning

The consolidation of separately managed accounts into platforms represents a "quantum leap forward from conventional managed funds", according to Aviva Australia research...

Financial planning

Dealer group demand for Colonial First State Customs Solutions has justified its decision to bring the management of the tailored platform solution in-house, according to...

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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’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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