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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...
Financial planning
Online platform provider Netwealth has appointed JDV as its in-house broker platform for their wrap and superannuation products, following the announcement that the manag...
Financial planning
Wrap provider Praemium Portfolio Services has signed up another four groups to its service - bringing its total number of client adviser users to over 400....
Financial planning
In the current financial planning industry, Paul Resnik argues that everyone is unhappy. But don’t worry – he has some solutions....
Financial planning
It has been an eventful year for Garrisons, with a change in the structure of the parent company being the most significant. John Wilkinson reports....
Financial planning
Fiducian Portfolio Services has re-affirmed its intent of offering its funds and investment services to the external adviser market and has now received strong interest f...
Funds management
Macquarie Bank and the US-based Developers Diversified Realty Corporation (DDR) are seeking A$550 million from investors, in the largest Australian property capital raisi...
Financial planning
Challenger Financial Services is investigating a move back into the platform market after the appointment of David Coyne as head of platform development....
Financial planning
The CARM group has struck a deal to integrate its goals-based financial planning software with hub provider InvestmentLink’s e-Portfolio service to provide a new complian...
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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...