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Financial planning

Select Asset Management’s Alternatives Portfolio has been added to AXA’s North platform as well as Colonial First State’s FirstWrap....

Financial planning

IOOF's Pursuit platform has broken the dominance enjoyed by Colonial First State in the Wealth Insights Platform Service Level Survey....

Financial planning

Tower mounts $96 million capital raising on the back of solid first half result....

People & Products

Colonial First State has appointed Scott Durbin as its new head of platform sales, replacing Aubrey Roga, who left the firm to join MLC in a key insurance role in Februar...

Funds management

Wealthy and Wise Lifestyle Planning will be opening a chain of retail shopfronts that will serve as one-stop-shops for both financial advice and real estate services....

People & Products

Aviva Investors has announced a number of senior appointments to its business development team....

Financial planning

BT Financial Group is consulting with the Government and regulators in an effort to convince legislators that investment platforms are service, not product, providers, an...

Superannuation

More details have been announced about the development of a new end-to-end service for the SMSF sector from superannuation software and compliance provider BGL Corporate ...

People & Products

Damien Murphy named acting head of Asgard while group searches for Wayne Wilson's replacement....

Financial planning

Dealer groups are considering new platform arrangements in light of proposed reforms to existing payment structures....

Financial planning

NAB chief executive Cameron Clyne makes clear the group is still in the race for AXA Asia Pacific....

People & Products

Elixir Consulting has seen such an increase in demand over the last year that it has expanded with the introduction of three new consultants....

Financial planning

A strong recovery in its wealth divisions has helped drive Westpac to a robust half-year result....

People & Products

Having moved into the adviser and platform space, INGIM has now moved to boost its wholesale presence with the appointment of Jim McKay....

Financial planning

Former Patriot Asset Management Australian share and small companies funds have been rebranded and relaunched following the acquisition in April of the asset manager by I...

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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’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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