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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....

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...

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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’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago