PLATFORMS

Funds management

CBRE providing investment services for fund; financial crisis creating opportunities for investors....

Financial planning

DAVID WHITTEN explores the long short investment universe....

Financial planning

In a submission to the Rippoll inquiry respected financial planner Neil Kendall has hit out against substantial "hidden incentives" paid to Australian financial services ...

Financial planning

Colonial First State has again walked away with the top ranking in the annual Wealth Insights Service Level Survey....

Financial planning

Uses cash for acquisitions, expanding associated financial planning businesses and distribution channels....

Financial planning

There’s still more to say when it comes to forecasts, timing the market and financial advisers, says MICHAEL DALE....

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....

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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 month 3 weeks ago

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

2 months 3 weeks ago

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

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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