PLATFORMS
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 ...
Financial planning
The underlying structure of some platform products could impede the broad objective of the FPA’s conflict of interest principles which require advisers to stipulate what ...
Financial planning
AMP expects the focus of financial advice to shift as a result of the proposed changes to superannuation announced in this year’s Federal Budget, but has rejected suggest...
Funds management
Pentacle Property Funds Management has released two unlisted direct property fund of funds with unique features to address the liquidity concerns associated with the asse...
Financial planning
ASIC is currently examining whether further regulation is specifically needed for platforms, although at present it is unclear whether they should be defined as a product...
Financial planning
Financial planning software providers VisiPlan and Coin have jointly released a set of standards for use in the development of interfaces between platforms and front-end ...
Financial planning
AMP Capital Investors has made its first serious foray into the retail market with the launch of four open ended funds through its Private Clients channel....
Financial planning
Fund manager RCM has revealed the unique research process it believes gives it a distinct competitive advantage in researching and identifying the best investment opportu...
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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...