PLATFORMS

Financial planning

Platform providers have again been left to play second fiddle to Colonial’s FirstChoice...

Financial planning

Strong first quarter results have Count Financial on track to achieving growth targets, with the company reporting an 11 per cent increase in funds under administration i...

Financial planning

IOOF has revamped the structure of its financial planning group Winchcombe Carson in an effort to be more competitive in the advisory market....

Life/Risk

ING has repackaged its entire life insurance range into a single product, introduced two new types of cover and will allow client to access family discounts, as part of a...

Financial planning

Functionality and service have overtaken fees as advisers’ key concerns when using wraps and master trusts according to a study conducted by research house Brandmanagemen...

Financial planning

Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....

Financial planning

Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...

Funds management

Growing demand from Australian investors for global property exposure has prompted ING Investment Management to launch a locally domiciled global listed property fund....

Funds management

Australia’s pool of funds management assets will almost triple in 10 years, enticing more global players to move in and compete with domestic groups, the country’s intern...

Superannuation

The commencement of the Federal Government’s Transitions to Retirement initiative has been extensively welcomed and widely discussed, but most platform managers are in no...

Financial planning

Paragem Partners has made its second acquisition in as many months, snapping up Zurich’s DBOS licensee support service business, after it bought Tribeca’s compliance arm ...

Financial planning

Australian Wholesale Funds Marketing is planning to apply for a retail licence to enable it to offer two overseas funds to advisers and platforms....

Editorial

Fixed interest has an important place when building a diversified portfolio, and the recent rise in new high yielding investment vehicles, such as hybrids and structured ...

Financial planning

Advance Asset Management has Australia’s most talked about fund manager all to itself, having signed Michael Trigaboff’s highly successful MIR to an exclusive retail dist...

Financial planning

With conflicts of interest in the spotlight, receiving payment for services is no simple matter. Zoe Fielding asked Financial Planning Association director Sarah Brennan ...

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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 3 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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