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Editorial
Mike Taylor asks whether the formation of BT Select and the continuing competition between BT and Count Financial reflect the end of the current dealer group model....
Financial planning
Colonial First State has used platform flows data to generate a clearer picture of investor sentiment....
Editorial
During the GFC, direct property had a number of issues related to manager capability, asset quality, illiquidity and gearing. However, the sector has been working hard to...
Financial planning
Active portfolio management will be the key to success in current financial markets rather than a reliance on investment products alone....
Superannuation
ASIC has released guidance on the shorter product disclosure statement regime which will apply to superannuation and simple managed investment scheme providers....
Financial planning
Despite the satisfaction with platforms reaching a nine-year high, a new survey suggests 40 per cent of financial planners would happily switch providers for lower fees....
Financial planning
Asteron Life has updated its group risk strategy to focus on the corporate, superannuation fund and platform provider market as it also looks to leverage its relationship...
Editorial
Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...
Editorial
As the Australian Securities Exchange is about to launch Aqua II, Lucinda Beaman looks at possible outcomes for the new capability. Will it succeed or is it bound to fail...
Financial planning
Financial services players have taken aim at competition concerns and potential conflicts in institutionally owned investment platforms....
Financial planning
Wealthtrac has re-signed its service level agreement with ANZ Wealth's wholesale platform provider, Oasis Asset Management....
Financial planning
Recent changes to the laws governing platforms, such as an increase to the net tangible asset requirement, will make it harder for dealer groups to bring platform service...
Financial planning
Colonial First State's FirstChoice platform has reached a milestone, achieving $50 billion in funds under administration....
Financial planning
Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...
Policy & Regulation
Market neutral funds have been the best performing sector over the past five years, but high management fees are putting Australian investors off, according to research h...
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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...