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Financial planning
New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...
People & Products
Zurich Investments has announced a key management appointment, recruiting Tim Meggitt as head of key accounts....
Financial planning
Platforms are taking a bigger slice of the investment value chain than they deserve, according to the head of asset management at Equity Trustees, Shaun Manuell....
Life/Risk
Introducing an additional insurer – Asteron – on its FirstChoice platform may make Colonial First State a leader, but it appears to be short of followers at p...
Editorial
Westpac has posted a strong profit increase assisted by BT, the St George merger and mortgage gains....
Funds management
Count Financial and Professional Investment Services are adapting to the new world order....
Life/Risk
Colonial First State (CFS) has paved the way for open architecture for insurance on platforms by allowing clients to purchase Asteron insurance through FirstWrap....
Financial planning
Count Financial may soon have an all new back-office; with investment research, platform, and advice software contracts all currently under review at the big listed deale...
People & Products
Craig Lawrenson has been named the new head of Asgard....
Funds management
Aligning its banking and wealth distribution channels is one of BT Financial Group’s key strategic growth priorities, according to its chief executive, Brad Cooper....
People & Products
ING Investment Management (INGIM) Australia has appointed Stuart Devlin as its southern region manager. He will be responsible for building the organisation’s prese...
Financial planning
Macquarie Practice Consulting targets larger groups for expansion of service offering....
Financial planning
Book sales have increased dramatically over the last financial year as advisers change their business models in response to reform as well as disenchantment with dealer g...
Financial planning
Colonial First State’s (CFS’s) wrap platform, FirstWrap, has reached its $1 billion in funds under advice milestone - one year after it was launched....
Financial planning
Despite the uncertainty created by worldwide regulation and the European sovereign debt crisis, the long-term future for financial stocks is bright, writes Sotiris Boutsi...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...