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Financial planning
Specialist financial services software provider Pentafin Services has entered into an agreement to supply Andrew West Stockbroking with its WealthVue wealth management pl...
Funds management
Real Estate Capital Partners has relaunched the property securities fund formerly known as the Trafalgar Enhanced Income Fund, with a goal to grow the offering from its c...
Financial planning
The Mariner Wholesale Mortgage Trust is now available through Asgard Wealth Solution’s highly acclaimed master trust and e-wrap platforms....
Financial planning
Asgard Wealth Solutions and Macquarie have come out on top in this year’s Assirt/Wealth Insights Service Level Survey, voted by financial planners as being the best platf...
People & Products
BNP Paribas Security Services has been appointed to provide unit pricing and custody services to Zurich Australia’s i.super and Finium corporate superannuation platforms....
Financial planning
Colonial First State has stolen a march with its flagship FirstChoice platform, with the latest Assirt/Wealth Insights Service Level Survey revealing that it is being use...
Financial planning
Mercer Global Investments (MGI) has launched an income fund that represents its first product purely aimed at retail investors....
Superannuation
Financial planners have shown an increasing willingness to provide administration services for self-managed superannuation funds in response to rule changes regarding sup...
Financial planning
Despite the requirement by the FPA that their members fully comply with the ‘soft dollar code’ by January 1, 2005, benefit arrangements employed by advisory dealer groups...
Financial planning
While financial planning software hardly sounds like an area you would expect to find participants slugging it out, that’s exactly what is happening. It’s proving to be a...
Financial planning
Putnam Investments has launched two Australian resident managed investment schemes as part of its strategy to grow its Australian business....
Financial planning
Portfolio administration provider Praemium has announced it will enter into the development effort for a set of standards that was jointly released last week by Coin and ...
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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...