PLATFORMS

Editorial

As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...

Financial planning

A submission by Professional Investment Services to a parliamentary inquiry has pointed to the use of investment platforms as one way of mitigating potential conflicts of...

Editorial

Count Financial announces a 9.1 per cent decline in profit and slams the need for PI, arguing it is being penalised for the mistakes of other AFSL holders who shouldn't h...

Life/Risk

ING has upgraded its OneAnswer super offering with the addition of an online insurance tool....

Editorial

Following a number of recent liquidity issues, platforms have found themselves in new territory....

Superannuation

A boutique fund manager has teamed up with a financial planning firm and a stockbroker to offer a direct property fund for the self-managed superannuation fund market....

Financial planning

Legislation is required to ensure consumers can distinguish between planners providing 'independent strategy-driven advice' and those providing 'product sales-driven advi...

Financial planning

The consolidation of separately managed accounts into platforms represents a "quantum leap forward from conventional managed funds", according to Aviva Australia research...

Financial planning

Dealer group demand for Colonial First State Customs Solutions has justified its decision to bring the management of the tailored platform solution in-house, according to...

Financial planning

Mandate will extend successful relationship with HSBC....

Financial planning

While the financial planning industry continues to air its dirty laundry in public, a groundswell of do-it-yourself investors continues to build, and they are rapidly see...

Editorial

The focus on fee levels in financial services and investment risks missing the structural flaws and distorting incentives that are also troubling these industries....

Life/Risk

WriteAway to manage new cases through to policy completion within 20 to 30 minutes....

Financial planning

ING Grow Member Value program delivers inflows of more than $204 million over three years....

Financial planning

The latest ING investor index suggests Australian investors are finally starting to feel more optimistic....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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