PLATFORMS

Financial planning

Financial planners looking to acquire another practice need to make sure the seller is willing to stay on for a period to help with client transition, according to Alan K...

Financial planning

NAB is considering its options in the wake of the ACCC's decision to block its bid for AXA Asia Pacific - but none of them are simple or easy....

Financial planning

AXA's plans to extend the use of its Wealth.Net platform, which its North product currently sits on, has acted as the catalyst for the ACCC to block a proposed acquisitio...

Financial planning

Count Financial has issued a quarterly update predicting a 30 per cent lift in earnings per share and a 10 per cent rise in operating profit....

Financial planning

Plan B has announced that funds under management, administration or advice (FUMA) were $2.19 billion at the end of March, marking an overall increase of 19.7 per cent in ...

People & Products

Sentry Group has confirmed its appointment of HUB24 to provide unitised managed accounts and complementing services....

Financial planning

BT Financial Group general manager of advice and private banking, Geoff Lloyd, has resigned after six years with the group....

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....

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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...

3 months 1 week ago

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

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BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

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The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

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The CEO of L1 Group, formerly known as Platinum Asset Management, has stepped down with immediate effect, and the asset manager has announced his replacement....

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