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Financial planning
In recent years advisers have been encouraged to move to 'paperless offices' and platform providers have actively pushed dealer groups to store their client data on the s...
Financial planning
Count Financial has revealed a further decline in funds under management in the face of continuing market volatility but has also foreshadowed further acquisitions....
Financial planning
The latest Investment Trends Platform report has seen Avanteos named the top platform for the third year in a row, but the research also reveals a platform industry hit h...
Financial planning
Plan B's acquisition of Strategic Financial Management has delivered a positive look to the Group's March quarter but underlying FUM has declined further....
Financial planning
The fallout from the financial crisis has hit platforms hard, with funds under administration and their bottom lines slumping dramatically. And as John Wilkinson reports,...
Financial planning
In the good times, revenue from platforms have been a strong source of income for dealer groups and advisers...
Funds management
Wealth management team appointed to positions within new executive committee following the merger of nabInvest, MLC and NAB Private and Institutional Wealth....
Editorial
Technology change is now driving the life insurance market in significant ways and applying for life insurance is easier than ever for advisers and their customers....
People & Products
Former managing director of Plum Financial will steer the business through its next stage of growth....
Financial planning
$38 billion lost in December 2008 quarter....
Financial planning
Aviva freezes staff numbers and salaries but is hoping to avoid redundancies based on the continuing strength of its risk business....
Financial planning
Aviva freezes staff numbers and salaries but is hoping to avoid redundancies based on the continuing strength of its risk business....
Financial planning
Over 70 investment options added to platform....
Financial planning
Plan for Life data confirms grim picture for platform wraps and master trusts....
Life/Risk
Platform providers must increase the number of risk products on their platforms as advisers look to insurance to provide a greater source of revenue for their businesses ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...