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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 ...
Funds management
Despite the gloom of 2008, there are signs of a possible turnaround in the hedge funds sector....
Financial planning
Plan B delivers on forecast but suffers FUMA decline....
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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...