PLATFORMS
Financial planning
Retail and wholesale range distilled into dedicated fund....
Financial planning
High-net-worth clients targeted for IMAs....
Financial planning
Research points to trust as the priority for fund managers when dealing with clients....
Financial planning
Account to suit superannuation master trusts....
Financial planning
Centric head denies rumour of funding issues....
Financial planning
Debate over role, responsibilities and accountability continues....
Financial planning
New fund to tap undervalued companies for income streams....
People & Products
New recruit to provide specialist personal insurance and distribution support....
Financial planning
Fee cap, rewards program aim to combat falling FUA....
Financial planning
Reports declining FUA but asserts positive profitability and positioning....
Financial planning
Declining markets hit Plan B FUMA but Affinity program gains traction....
Financial planning
Perpetual updates WealthFocus platform to provides tax advantages....
Superannuation
Purchase raises Perpetual’s profile in SMSF administration....
Funds management
Two executives appointed to leadership roles....
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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...