PLATFORMS
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...
Financial planning
The ING investment platform, Optimix Investment Management, has added four new managers to the panel for its Australian equities, fixed interest and cash offerings....
Financial planning
Colonial First State has signed an exclusive agreement with PM Capital to launch the first PM long-only equity fund available to the retail market....
Financial planning
An industry working party into soft dollar payments has called for the removal of a number of common forms of inducements in its recommendations announced today....
Financial planning
Sealcorp will not pitch its low cost platform, Elements, into the market on the basis of price, stating such a move would reduce it to the level of a commodity, according...
Financial planning
ING Australia will reverse the trend to move into retail with the launch of a wholesale version of its retail Tax Effective Income Trust tomorrow following the fund’s str...
Financial planning
Praemium Portfolio Services has struck a deal with InvestmentLink to offer advisers consolidated reporting and online transactions across all platforms and fund managers....
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...
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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...