PLATFORMS

Financial planning

Will allow advisers to move underlying shares, managed funds and SMAs automatically between investment platforms....

Financial planning

The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial S...

Financial planning

Some fund managers have expressed concerns that new requirements for product providers are going to make it harder for boutiques to get their products on to an investment...

Financial planning

Proposed acquisition to increase NAB's share of mortgage market by less than 1 per cent....

Financial planning

The AMP Capital Asian Equity Growth Fund and the AMP Capital Corporate Bond Fund have been added to new platforms, making them accessible to more investors....

Editorial

Will the policy tide turn against commissions? Michael Mathieson considers the future prospects for remuneration in the industry....

Financial planning

Financial services group Citi Australia and boutique wealth manager Alpha Structured Investments have launched a new structured investment on the ASX, Alpha Results....

Financial planning

BT Wrap enhances platform offerings to make life easier for advisers and accountants handling SMSF clients....

Financial planning

The AIOFP has put out tenders to eight platform providers to provide four white label platforms in an effort to ultimately lower the cost of fee-for-service to its member...

Financial planning

There is not enough money in providing white label products to planners, according to dealer group Titanium distribution manager Mark Finch....

Financial planning

Will play key role in developing institutional fixed income business....

Financial planning

Ripoll inquiry urged to stop the commissions rivers of gold and impose a fiduciary duty on planners....

People & Products

Previously held positions with QSuper and Commonwealth Bank....

People & Products

Matt Thompson appointed to newly-created role....

Financial planning

FIIG Securities has launched a financial planner services unit focused on providing access to fixed-income investments....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago