PLATFORMS
Financial planning
UK insurer Aviva has finally acted on adviser demand for ‘baby’ platforms, and will release a simplified, low cost version of Navigator called Navigator Access....
Financial planning
Is history haunting change in financial planning distribution?...
Financial planning
Skandia may be one of the newer players in Australian financial services, having only opened for business in 2001, but the firm does come with extensive experience....
Financial planning
With $2.3 billion in funds under management and sitting at position 18, the Challenger Financial Group has just made it into this year’s list of the Top 20 largest platfo...
Financial planning
Australian Unity is one of the Rising Stars in the retail platform sector, having increased funds under management to its own platform by 65 per cent during December 2003...
Financial planning
There are numerous reasons for the success of badged or ‘white label’ wraps, but none more significant than the benefits of scale they offer both the platform providers a...
Funds management
In conjunction with Money Management, Assirt has created an assessment methodology for the Fund Manager of the Year awards that aims to recognise not only managers who ha...
Superannuation
The platform market has neatly divided itself into two segments — with providers such as Asgard, BT and Navigator in one group, and the other made up of a variety of smal...
Financial planning
Goldman Sachs JBWere has outsourced its platform and portfolio services to Avanteos as part of a review of its total service provision to its core Private Clients busines...
Financial planning
The bar on professional standards in the financial planning industry has once again been raised by tough new rules which seek to eliminate conflicts of interest for advis...
Financial planning
AMP Financial Planning has for the first time added four non-AMP employer superannuation master trust providers to its approved products list....
Financial planning
AXA has launched a third international fund into the Australian market, this time managed by subsidiary Rosenberg....
Editorial
Australia’s second largest independent dealer group, Count Financial, has upgraded its profit guidance on the back of what it has described as continued strong growth in ...
Funds management
Boutique property fund manager MacarthurCook has launched a diversified property fund....
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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...