Most fund managers would view the loss of near on $2 billion in investment mandates as a serious blow to their portfolio management capability egos, not to mention the li...

Financial planning dealer firm Mawson Group chief executive Les mace has been appointed to head up subsidiary life adviser dealer group Aurora Financial Planning, which k...

Advance Asset Management has turned to boutiques to provide the investment expertise in its new small companies fund after its existing fund in the sector was partly clos...

Citigroup / Citicorp and National / MLC Group have emerged as the big winners in retail net funds flow for the September 2004 quarter, according to the Assirt Research Ma...

Deakin Financial Services Group has amassed a war chest of $6 million, which it plans to use on acquisitions to grow its business in an attempt to compete with much bigge...

Macquarie has joined a limited number of platform providers that are rebating fund manager volume discounts back to clients....

Independent dealer group Count Financial has announced it will scrap an incentive program that rewards its planners for placing funds into preferred platforms, even thoug...

AXA is preparing to boost the property related products it has on offer for advisers with both a domestic and international property fund in the pipeline at the group....

Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....

Liam Egan talks to the financial planner wrapping it up for UK advisers....

Recent ‘Point of View’ comments on the future of ‘networks’ by Ray Miles and Paul Brown (MM September 9, August 26) raise some interesting challenges and concerns for ins...

Why did two fund managers with investment cred and strong retail brands feel the need to push into platforms? As Liam Egan found, they were both covering their assets....

Payments received by financial planners for using master trusts and wrap platforms are set to come under increasing scrutiny, with two key industry bodies close to signin...

Even the most technology savvy financial planners are inclined to switch off when the discussion turns to ‘straight through processing’. But that could soon change, write...