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Financial planning
Significant numbers of Britain's financial advisory force may exit the industry in coming years as it undergoes reform....
Financial planning
Cerulli predicted that only five master trust and wrap account providers would survive a round of price wars and industry consolidation by 2004. Is it possible they got t...
Editorial
It may have taken 10 years, but predictions that the platform market would shrink to a handful of providers have finally come true. Yet Jason Spits discovers that it's no...
Financial planning
Platform innovation is being spurred by the increasing popularity of separately managed accounts (SMAs), according to Brandt Page, director of Fortuna Partners....
Superannuation
Fiducian's new self-managed super fund (SMSF) service has become the core of its administration platform....
Financial planning
The total master fund market grew by 21.1 per cent in 2009 and stood at $410.3 billion at 31 December, according to Plan for Life research....
Financial planning
Investment Trends names Navigator leading platform in a year marked by intense investment in specific improvements....
Financial planning
CFS Custom Solutions has entered into a white label agreement to provide a platform solution for Guardian Financial Planning....
Financial planning
Paradigm Wealth Management has transitioned $70 million to its Managed Account Service from traditional platforms, enabling it to implement a true fee-for-service approac...
Editorial
Dominic McCormick explains why it is time to increase the heat on the frozen funds littering the mortgage, high yield, property and hedge fund sectors....
Superannuation
The superannuation sector has been hit hard in recent years as funds suffered greatly at the hands of market volatility. Angela Faherty takes a look at what the future ho...
Financial planning
AXA has announced that the company's North platform, which is built on Wealth.Net and has been in development for the last two years, will eventually completely replace t...
Financial planning
Australian delays in adopting regulations currently in place in the UK, which are facilitating a shift from insurance to a managed investment focus, will have a high cost...
Financial planning
The platform and financial services provider has introduced new modelling and rebalancing technology to its products....
People & Products
ING Australia has appointed Stewart Brentnall to the newly created role of chief investment officer....
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MARKET INSIGHTS
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...