PLATFORMS
Financial planning
Coin Financial Software’s foray into the financial planning software market is gathering pace with a number of dealer groups signing up to its flagship offering Strategy ...
Financial planning
JOHN WILKINSON looks into the future of platforms – and it’s getting smaller all the time...
Financial planning
This year will see the FSRA come into force in financial planning practices everywhere, but what else is on the agenda? JULIE BENNETT reports....
Editorial
LUCIE BEAMAN spoke to Richard Gilbert and Brian Thomas about what will be the major influences on the funds management world this year....
Funds management
Pengana Capital is planning to launch a new long-short absolute return hedge fund that will invest in global real estate later this financial year....
Financial planning
Dealer group Garrisons has added Colonial FirstChoice and Perpetual WealthFocus to its platform offering after conducting a review fuelled by adviser concern the Challeng...
Financial planning
Asgard will venture into the low-cost platform arena in April with the launch of its own mini-master trust - Elements - and further congest the rapidly burgeoning market ...
Funds management
As the financial services industry heads into a new year a backward glance at 2003 shows that while it may have been the Year of the Horse, it was also the Year of the Bo...
Financial planning
From almost a standing start, Capstone Financial Planning has grown rapidly to earn a place on our list of Fastest Growing Independent Dealers....
Financial planning
Boutique fund manager MFS Group is to target both boutique and large planner dealerships following the roll-out of a wholesale version of the MFS Premium Income Fund toda...
People & Products
Credit Suisse Asset Management, in the build-up to its master trust launch next month, has appointed a former BT Financial Group staffer to the role of platform developme...
Financial planning
The Sealcorp-owned advisory group Securitor will extend its services into estate planning and enhance the research it offers to advisers in the area of alternative invest...
Financial planning
InvestmentLink will now integrate the first full service wrap into its e-Portfolio service, with Netwealth’s wrap to be offered through the hub....
Financial planning
Budding software group Online Business Technologies (OBT) has signed its first major financial services client after aligning with Zurich Financial Services Australia to ...
Financial planning
Praemium Portfolio Services and CARM GPS have agreed to integrate their respective business platforms, to streamline and industrialise sales and business processes for fi...
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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...