PLATFORMS

Funds management

Hedge Funds of Australia’s (HFA) aggressive push into the retail market is paying dividends with the listing of its ABC fund two further major distribution platforms. ...

Financial planning

Hedge Funds of Australia’s (HFA) aggressive push into the retail market is paying dividends with the listing of its ABC fund two further major distribution platforms....

Financial planning

AM Corporation will launch its ‘second generation wrap’ before the end of the year, says national manager information systems Paul Medcraft....

Financial planning

A group going by the name of Surfboard has become the latest online financial services group to list on the Australian stock exchange. Surfboard hit the ASX boards thanks...

Financial planning

Australia's master trusts and wrap accounts are about to undergo a massive shake-up which will leave only five left standing....

Financial planning

The National Australia Bank confirmed industry rumours by officially announcing it will purchase MLC from Lend Lease for $4.56 billion cash, with a completion date set fo...

Financial planning

It has often been said that stock brokers and securities traders look down on the fi-nancial planning industry. That's going to be less likely in future, according to War...

Financial planning

Exhibitors at Solutions 2000...

Financial planning

Financial planners will not be able to survive in the high tech, low fee future on their own, according to Matt Lawler, general manager sales at MLC adviser serv-ices....

Financial planning

With branding increasingly becoming a hot issue in the financial planning industry, it is it possible to sell advice in the same way as a McDonald’s hamburger or a bottle...

Financial planning

As a regular reader of Money Management (and a service management scholar), I was astonished by the report on comments by Rob Saultz at the Next Direct 99 Conference (Mon...

Financial planning

AMP has chosen a new boss for its New Zealand financial services business following general manager Rodney Cooke’s promotion to director of group finance at the group’s U...

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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 2 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 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days 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 4 days ago
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