PLATFORMS
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....
Funds management
Boutique property fund manager APN Funds Management is bidding to give advisers access to direct property through platforms with the launch of a new fund....
Financial planning
Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...
Funds management
By any measure, it has been a successful 2004 for boutique fund manager St Helens Capital....
Funds management
What does a company better known for operating suburban Chemist shops know about funds management? Everything, if the predictions of researchers is anything to go by....
Funds management
In the dark days of 2001-2002, when investment markets were in the doldrums, a dismal performance by the big institutional funds left a lot of planners and investors look...
Financial planning
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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...