PLATFORMS
Financial planning
Former MFS head of distribution Sean Preece has returned to the financial services industry to take up the position of head of distribution for Ord Minnett’s asset manage...
Financial planning
MLC has launched a new version of its MasterKey platform that contains no commissions, aimed at supporting advisers who conduct the majority of their business on a fee-fo...
Superannuation
AXA has revealed the features of its self-managed superannuation fund (SMSF) service as financial advisers begin to take over from accountants in setting up SMSFs....
Financial planning
The managed funds industry finished off 2005 with weaker investment flows in the December quarter, according to the latest Standard & Poor’s Market Share Preliminary Find...
Editorial
The advice business of AXA Asia Pacific has experienced a strong year of performance in 2005 with operating earnings up $14.5 million, or 69.7 per cent, to $35.3 million ...
Financial planning
Intech plans to focus on maximising performance, and will not be concerned with minimising short-term volatility, achieving a neutralised investment style or considering ...
Financial planning
Investor enthusiasm for managed accounts, which include unified managed accounts, separately managed accounts and wraps, is expected to continue as the value of assets he...
Financial planning
Portfolio Partners has launched a new Australian sustainability fund and poached Amanda McCluskey from BT to run it....
Financial planning
Increasing domestic consumption, export demand from China and the United States, and company profits are expected to fuel an already burgeoning Japanese economy according...
Editorial
BT Financial Group coined 2005 the “year of the disconnect”, because of the various anomalies occurring in the developed versus underdeveloped share markets and economies...
Financial planning
Australian equities funds available through Colonial First State’s joint venture with US-based asset managers Acadian will be offered to Australian retail investors for t...
Financial planning
Planning practices have been urged by the Financial Planing Association (FPA) to appoint a ‘conflicts officer’ in order to comply with new regulations, but the associatio...
Financial planning
Trust Company has outsourced the management of its self-managed accounts business to specialist manager Next Financial....
Editorial
Higher advisory software revenues as a result of new software sales has helped IWL to a 50 per cent increase in first half earnings over the corresponding period last yea...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...