PLATFORMS
Financial planning
Advice firms claim there has been a sharp decline in the quality of technical advice by product providers in the wake of staff cuts, even to the point of exposing them to...
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....
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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...