PLATFORMS
Financial planning
Principal Global Investors (PGI) Australia has re-entered the Australian fixed income market following the expiry of a non-compete contract clause in its US-parent’s sale...
Editorial
The Commonwealth Bank of Australia has attributed its 28 per cent rise in net profit for the financial year just ended to resurgent equity markets, improved general and l...
Financial planning
Advice group Benwest Investment Services has teamed up with Lifestyle Financial to create the Boutique Group, a new co-operative offering back office services to small in...
Financial planning
Asgard will offer a 28 per cent reduction in risk premium rates for larger employer groups while raising premiums for some personal insurance products by up to 40 per cen...
Financial planning
Trust Company of Australia is narrowing its strategic focus after announcing the sale of its equity custody arm to ANZ and plans to offload its Permanent Business Adviser...
Top 100
Freya Purnell takes a look at the platform products most favoured by dealer groups in 2004....
Financial planning
Melbourne-based index fund manager Vanguard Investments Australia is expanding its operations with the opening of a Sydney office to service advisers and build on inflows...
Editorial
Listed financial services group Count Financial will transfer advisers of Count owned dealer group Compound Investments to work under its parent brand and licence over th...
Editorial
Master trusts have changed the corporate superannuation landscape to the extent that winding down a fund and outsourcing to a master trust is now de rigeur....
Financial planning
Risk insurance group PrefSure Life will cut its ties with up to 1500 financial planners choosing instead to focus on a core group of 45 advisers, saving $3 million in exp...
Financial planning
Citigroup Asset Management (CAM) is set to expand its retail presence in the Australian market with plans to launch a range of new products with the aim of building on it...
Financial planning
Australian retail property syndicate Centro MCS has launched a wholesale version of its direct property fund hard on the heels of the retail version of the offering....
Financial planning
BT Financial Group has announced record figures in terms of funds under administration (FUA) for both its super and wrap platforms....
Financial planning
DKN Financial Group has relaunched its superannuation offering, AustChoice Super, and in the process slashed its management fees by up to 50 per cent....
Financial planning
Skandia has enhanced its platform offering through the inclusion of absolute return strategies to the fund-of-funds arm of both its Skandia One (bundled) and Skandia Glob...
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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...