PLATFORMS

Financial planning

Fund managers have delivered a strong rebuke to research groups who diversify into investment management, with over 80 per cent claiming the move creates serious conflict...

Financial planning

In an attempt to boost the performance of its funds management business, Colonial First State is about to set up a new outsourcing deal with a major global player....

Financial planning

The recent decision by UBS to prevent van Eyk from reviewing its funds has focused attention on whether a conflict of interest exists where a research house offers servic...

Financial planning

AXA has cut the fees on its Summit platform in a move that the company admits is partly due to competitive pricing from ‘lite’ platforms....

Financial planning

APN Funds Management has secured platform specialist John Hyslop as its new national sales and distribution manager....

Financial planning

Consumer complaints against financial planners have fallen dramatically, prompting claims that measures taken to clean up the profession were starting to take hold....

Financial planning

ING Australia, the joint venture between ING group and ANZ, has booked a net profit after tax of $327 million for calendar 2004, up 52 per cent on 2003’s result which was...

Financial planning

The part sale of Professional Investment Services (PIS) is beginning to cast aspersions on the future of the country’s other large independent dealer group, Count Financi...

Financial planning

You would think Barry Lambert has flown the flag of independence boldly and proudly enough over the past few years to well and truly bury any question he might consider s...

Financial planning

The Commonwealth Bank of Australia has moved swiftly to address service level concerns of dealer groups using its newly acquired Symetry platform as the bank attempts to ...

Financial planning

The Commonwealth Bank of Australia has moved swiftly to address service level concerns of dealer groups using its newly acquired Symetry platform as the bank attempts to ...

Editorial

Count Financial reported a better than anticipated $4.99 million half year after tax profit today, and immediately upscaled its forecasts for the remainder of the year....

Financial planning

Funds being allocated to superannuation and other forms of retirement incomes are continuing to grow strongly according to the latest data produced by research house Dexx...

Financial planning

The financial planning arm of the HSBC bank has signed the Aviva-owned Navigator master trust as one of only three preferred platforms for its advisers....

Financial planning

A new set of guidelines on conflicts of interest which will impose tougher requirements on advisers than those introduced by the Australian Securities and Investment Comm...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

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

2 months 3 weeks ago

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

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
moneymanagement logo