PLATFORMS
Financial planning
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...
Financial planning
So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....
Editorial
A year is a long time in funds management – and even some of our investment experts were surprised by the way markets, asset classes and investment vehicles gained or wan...
Financial planning
Colonial First State’s FirstChoice master trust has opened a new front in the battle for platform supremacy by signalling its intent to tackle more high end rivals head-o...
Financial planning
AMP Financial Services has re-jigged the investment management line up for its major super and retirement platforms....
Financial planning
Downward pressure on fees in the industry continues with MLC and ING the latest heavyweights to signal better deals for consumers by both announcing a raft of changes to ...
Financial planning
The Financial Planning Association (FPA) has been forced to defend itself against accusations that it will not be able to police its own self imposed get-tough codes on s...
Financial planning
Trends in the risk market are set to mirror recent developments in the platform market through the introduction of a wider range of simpler products over coming years to ...
Financial planning
Four institutions are now in the running to buy Professional Investment Services (PIS) after another industry heavy weight threw its hat into the ring last week as the ra...
Financial planning
The funds management industry grew by just under 15 per cent for the year ending September driven by strong investment markets and buoyed investor sentiment....
Financial planning
The financial planning practice of high profile adviser Dominic Alafaci has struck a joint venture deal with Ipac Securities, creating a new offshoot, Collins House Finan...
Financial planning
IOOF is refusing to rule out hitting the acquisition trail – given it is debt-free and has $70 million in the bank – but stresses it won’t be making any rash decisions an...
Financial planning
A double barrelled attack has been unleashed by the Financial Planning Association and Investment and Financial Services Association enforcing tough new guidelines on pay...
Financial planning
The financial planning job market has moved on from its compliance myopia. Ross Kelly has the low down on the skills that will get you that dream job....
Financial planning
Financial planners are expected to get the first glimpse at the latest get tough approach to policing the profession this week, with the Financial Planning Association (F...
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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...