PLATFORMS
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 ...
Financial planning
Careful and considered planning has cleared the road ahead for Royal Automobile Club of Victoria Financial Services, says John Wilkinson....
Financial planning
One of our panellists mused that a degree of Stephen van Eyk’s influence stems from the amount of media exposure he receives – “he’s mentioned every week in every industr...
Financial planning
Despite market uncertainty rattling more than a few in the financial services food chain, the Aon group is not content to join the pack of sharemarket watchers, writes Ka...
Financial planning
John Wilkinson discovers there is a whole lot of rebating going on between platforms and dealer groups – but many platforms are shy about revealing the exact nature of th...
Financial planning
Cerulli’s predictions on the future of Australian platforms have so far proven unfounded, reports Mike Taylor....
Financial planning
Inflows into master trusts and wraps have grown at a rapid rate but what happens to the funds once they are in the door. Jason Spits looks at where they go, who makes the...
Financial planning
A Westpac Banking Corporation strategic review going under the moniker of Project Sunrise may be inadvertently fuelling a large number of adviser departures from the grou...
Financial planning
BT Financial Group has expanded its distribution team with Don Sillar moving from the group’s corporate superannuation division to head up wrap account distribution....
Financial planning
Perpetual’s new investment platform has hit the ground running by starting with three dealer groups already signed to use the system....
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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...