PLATFORMS
Financial planning
Capstone Financial Planning has continued its push to establish a national financial planning presence with the opening of a Brisbane office....
Financial planning
ING has reduced its fees and added more investment options to its retail master trust, OneAnswer, in a move suggesting heightened competition in the platform space is for...
Financial planning
The new generation of low cost master trust and wrap platforms are continuing to cannibalise fund inflows from both direct retail funds and older more established platfor...
Financial planning
Fiducian Portfolio Services has embarked on an aggressive financial planner and dealer group acquisition policy, after posting a return to profitability in 2003/04....
Financial planning
The number of financial planners prepared to use three or more master trust or wrap platforms has more than doubled over the last year - and it could be a newer class of ...
Financial planning
Financial planners who receive payments for using investment platforms will face tougher disclosure requirements under new guidelines being considered by the Financial Pl...
Financial planning
The last place financial planners want to be if the world’s economic plates shift is with their heads in the sand. Ray Griffin wonders whether many planners are prepared ...
Financial planning
The acquisition of Ipac is bringing about a sea change at AXA. John Wilkinson spoke to AXA’s Australian chief executive officer Andy Penn....
Financial planning
The AXA group has set itself an ambitious target to generate $1 billion worth of inflows into its new Generations master trust platform within 12 months....
Financial planning
Australian Unity has surpassed the $2 billion funds under management barrier for the first time in its 164-year old history after reporting record inflows of $438 million...
Financial planning
St George Bank owned dealer Securitor has lost planning group Aspire Financial Services after the Melbourne-based boutique struck a deal with Snowball Group - a move the ...
Financial planning
Boutique dealer support and services company Paragem has signed up its second client since it was launched in May by former Sealcorp head, Ian Knox....
Financial planning
BT Financial Group has signed a deal with Newcastle Permanent Building Society to badge BT’s wrap suite as the core platform within the NSW central coast firm’s wealth ma...
Financial planning
Portfolio Partners is aiming to combat the fierce competition faced by fund managers when seeking exposure to platforms and dealer group recommended lists by creating a n...
Financial planning
Tyndall Investment Management has appointed Penny Chin to the newly created position of credit and portfolio risk analyst within its fixed interest team....
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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...