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Editorial
Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...
Financial planning
Almost three in five financial advisers are limited in their choice of platforms, and of those advisers, 40 per cent would like access to other platforms in the market....
Editorial
Plan B has confirmed its profit position and moved to fully acquire Strategic Financial Management....
Financial planning
BT Financial Group is the leader in funds under management (FUM) in the total masterfund market, beating National Australia/MLC and Commonwealth/Colonial groups, accordin...
Financial planning
Australia's biggest fund managers have recorded inflow declines in the March quarter that reflect and in some cases exceed those experienced at the height of investor des...
People & Products
Solaris Investment Management is planning for growth in the Queensland retail advisory market with the appointment of a dedicated state manager....
Financial planning
DKN Financial Group has reinforced that it is not concerned about the possible removal of volume rebates between platforms and dealer groups, signing a new five-year cont...
Financial planning
Tower Australia Group has raised about $96 million, despite the prevailing analyst sentiment that it was not a good time to engage in a capital raising....
Financial planning
Synchron’s John Prossor claims planner growth is based on the limitations imposed by others....
Financial planning
Portfolio administration company Praemium is perfectly placed to take advantage of an impending shift towards a fee-for-service remuneration model in the UK, and plans to...
Financial planning
AMP wins minor strategic victory in its bid to gain control of AXA AP but NAB remains in the hunt....
Editorial
Many financial planners today face having to adopt a fee-for-service model. Much more is being written on the need for this than on how to implement it in practice. Rober...
People & Products
Mercer appoints two former van Eyk employees, Brian Long and Luke Fitzgerald, to senior roles....
Financial planning
New platform deals to combat a potential removal of volume rebates will simply create a less transparent environment for investors....
Financial planning
Financial Index Australia has nabbed Canberra-based firm Civic Financial Planning from Securitor....
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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...