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PLATFORMS

Financial planning

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Editorial

The investment and planning world seems to be dividing into two camps with respect to “alternative” investment strategies and assets (hedge funds, managed futures, commod...

Financial planning

The FPA’s Principles on Conflicts of Interest have been refined into four statements following feedback from its membership....

Financial planning

Abstract Long...

Financial planning

Count Financial expects to back up its strong performance in the first half of 2005-06, forecasting half-year earnings before interest and tax 70 per cent higher than in ...

Financial planning

As predicted, investment banking and funds management giant Macquarie Bank has raked in another bumper profit of close to half a billion dollars, largely underpinned by a...

Financial planning

Coin Software was the top ranking financial planning software and IWL’s VisiPlan had the fastest rate of enhancement in 2005, according to an independent competitive repo...

Financial planning

The paper work burden for financial planners has just been lightened by the release of a new product that allows planners to process electronic applications for investmen...

Financial planning

The first separately managed account for wraps has been launched by Direct Portfolio Services, and the company is currently in discussions with a number of platforms abou...

Financial planning

Navigator has added six funds to its Personal Investment Plan and Personal Retirement Plan platforms, including four funds from Fidelity Investments, two of which were la...

Editorial

The fortunes of Westpac Banking Corporation continue to climb after it delivered a record profit of $2,818 million for the year ended September 30, 2005, representing an ...

Financial planning

Financial Wisdom believes it is well on the way to growing its team of authorised representatives beyond its target of 400 by the end of the year, after signing up three ...

Financial planning

St George’s wealth management business contributed almost 20 per cent more to the group’s profit before tax this year than in 2004, on the back of strong investment marke...

Financial planning

Fund managers AXA and AMP outperformed the sector in terms of asset growth during the June 2005 quarter, according to preliminary findings of a Standard & Poor’s Market S...

Funds management

Macquarie Funds Management has launched two new global funds covering infrastructure and property that investors will be able to access through wraps and master trusts....

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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 week 1 day ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago