PLATFORMS

Financial planning

Financial advisers pose a considerable cost to their dealer group, with the average revenue they generate equating to a $5,000 cost per advisory business, according to re...

Financial planning

National Australia Bank subsidiary MLC has taken another step down the fee-for-service route, announcing today that it will be applying a fee-for-service approach to its ...

Financial planning

The Macquarie Group has launched two funds giving investors the opportunity to invest in emerging markets, with a particular emphasis on Brazilian, Russian, Indian and Ch...

Editorial

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Financial planning

A boutique fixed interest fund manger has launched its first retail product – a high yield fund....

Financial planning

In the final move of its restructure, FSP Group has united all of its business arms under one banner in order to establish a more streamlined organisation and ensure all ...

Financial planning

IWL Limited has reached a significant milestone, announcing this week that its Portfolio Solutions division branded as Echelon Portfolio has surpassed $5 billion in funds...

Financial planning

A new Emerging Leaders Share Portfolio has been added to Fiducian Portfolio Services’ product line-up...

Financial planning

Count Financial has declared its intention to grow its Earnings Per Share by 25 per cent in 2007 but has also signalled its profit growth for the upcoming year may not be...

Financial planning

Skandia intends to use its acquisition of Intech as a way of driving down fund manager costs on its platform by utilising the mandated structure of the Intech Investment ...

Financial planning

Australian Funds Marketing Limited, which was previously known as Australian Wholesale Funds Marketing Limited, has moved into the retail space after obtaining the approp...

Financial planning

Financial planning software providers VisiPlan and Coin have signed an agreement to build an electronic interface that will enable the transfer of client investment data ...

Financial planning

Independent financial planning dealer group Centric Wealth is currently in the process of reviewing its platform offerings for clients with a view to formulating one plat...

Financial planning

Wealthtrac has almost doubled in size after being selected as the successor fund platform for Credit Suisse Super and Pension Plan....

Funds management

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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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