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Financial planning
Count Financial has revealed its new wrap - platform2 - targeting the high net worth market as a re-badged BT Financial Group offering and will roll out the initiative at...
Financial planning
SMF Funds Management has surpassed $2 billion in funds under management (FUM) and now has in excess of 100,000 members investing in the group....
Financial planning
Estate Planning Professionals of Australia (EPP) has introduced a new platform into the market aiming to combat administration issues for estate planning with reduced cos...
People & Products
United Funds Management has appointed former Equity Trustees national distribution manager Stan Bates and will now vigorously seek to grow its funds management and instit...
Financial planning
Dealer groups could be faced with compliance issues over slow trades and transactions inside platforms, according to Colonial First State general manager of product Brian...
Financial planning
Vanguard Investments has been awarded a five star ranking for its 10 funds currently available in the market and has also been rated ‘very strong’ across all business sec...
Financial planning
The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...
Financial planning
Melbourne-based SMF Funds Management has acquired small dealer group firm LynchPin Financial Services as part of its flagged strategy to boost distribution through either...
Financial planning
Credit Suisse Asset Management (CSAM) will wade into the master trust market in the new year after revealing plans today to launch a range of products in the area....
Financial planning
AMP has confirmed that it is willing to review its investment platform strategy as part of a bid to rejuvenate its wealth management business under new chief executive An...
Financial planning
AMP has launched the last of four customised Asgard eWrap accounts - WealthView eWrap - for its dealer group AMP Financial Planning....
Financial planning
There’s a new man at the helm of Invesco and he has some very definite plans for the group. John Wilkinson reports....
Financial planning
BT will implement a range of changes to its wrap service after it passed $10 billion in funds under administration....
Financial planning
ABN Amro is set to take a 50 per cent stake in alternative investment firm Absolute Capital following the pair striking a heads of agreement, which includes plans for the...
Financial planning
AXA will lose about 50 jobs in the process of streamlining its marketing and distribution into three groupings – wealth management, financial protection and distribution ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...