PLATFORMS
People & Products
To be succeeded by former Westpac New Zealand chief executive Brad Cooper, with Coombe taking up a group executive role in Westpac’s retail and banking business....
Editorial
Edwina Best and Amanda Rethus discuss the importance of researchers to the financial services industry and your business....
Financial planning
Claire Wivell Plater, director of Gold Seal Risk Management Services, has questioned the need for imposing a fiduciary duty on financial advisers, who she proposes in man...
Financial planning
Rabo Financial Advisors will be incorporated into Hillross as early as the end of this month....
Financial planning
Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...
Financial planning
While AXA’s North products have attracted significant inflows over the past 12 months, Mike Taylor writes that the platforms and wraps industry continues to be dominated ...
Financial planning
The consolidation of the financial services industry is being reflected in the platform market. Mike Taylor reports...
Editorial
If one thing has been made clear in our examination of platforms and wraps in Money Management, it is that financial planning operates within a highly commercial and, th...
Superannuation
Platforms have emerged as the major beneficiaries of the growth in self-managed superannuation funds (SMSFs), according to data collected by specialist superannuation cle...
Financial planning
Dealer groups are preparing for changes in the financial services industry by looking to platform and fund ownership as a way to take planner and licensee remuneration in...
Editorial
Westpac chief executive Gail Kelly describes result as sound in a challenging year....
Financial planning
The picture of a positive third quarter continues to evolve, with IOOF Holdings revealing funds under management, administration, advice and supervision (FUMAS) has incre...
Editorial
Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...
Superannuation
Financial planners have been witness to a rush of new retirement income products hitting the market but, as Liam Egan explains, the fall-out from the global financial cri...
Financial planning
Common standards for straight-through data processing will bring more efficiency for planners....
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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...