PLATFORMS
Financial planning
Much has been written about how financial planners can gain increased business efficiencies and put in place appropriate succession planning strategies, says Peter Dawson...
Financial planning
Dealer groups don’t just happen, they evolve. John Wilkinson reports....
Financial planning
Collecting and recording the data for a comprehensive survey such as the Top 100 Dealer Groups Survey is a task of large proportions, and this year research house Dexx&r ...
Financial planning
Money Management’s Top 100 Dealer Group Survey highlights the enormous impact a National Australia Bank takeover of AMP would have on the financial services industry. Mik...
Financial planning
With more and more platforms flooding the market, it seems our Top 100 Dealer Groups just can’t make up their minds about which one they prefer....
Financial planning
BT Financial Group will aim to boost its sale into its multi-manager offerings after signing up former MLC senior business development manager Michael Bailey....
Financial planning
Financial planning dealer group Mawson Securities has signed up 50 life advisers into its fledgling second dealer group, Aurora Financial Planning, which offers financial...
Financial planning
The retail managed fund market has been given a significant boost by increased net inflows as well as strong equity returns during the September 2003 quarter, according t...
Financial planning
Paul Resnik believes it is all too easy for planners to focus on investment choice rather than investment outcomes....
Financial planning
Hub provider InvestmentLink will now offer consolidated data for 13 platforms and fund managers via its e-Portfolio Transaction Service after the addition of the recently...
Financial planning
If the National Australia Bank is ultimately successful in nabbing AMP, it will unbalance the pillars of power says, Graham Rich....
Financial planning
Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...
Financial planning
Australian fund managers and platform providers are moving ahead in leaps and bounds with significant enhancements to their online service offerings in the last 12 months...
Financial planning
The Macquarie Group has stamped its name on this year’s Assirt service level awards, taking out top place in both the funds management and platform categories after comin...
Financial planning
Software provider Investment Data Technologies (IDT) has moved to integrate its adviser systems with popular wrap and master trust platforms to give planners seamless acc...
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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...