PLATFORMS
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...
Financial planning
When the chairman of Hunter Hall International, Peter Hall, founded the ethical fund manager back in 1994, it was a one-man band that took four years to reach $30 million...
Funds management
Trust Company is aiming to increase its market presence by expanding the external distribution of its Australian equity products following the appointment of former Perpe...
People & Products
AMP has reaffirmed its strategy to expand its presence in the non-aligned adviser market with the appointment of former Perpetual Investments executive, Andrew Keay, into...
People & Products
Former Rothschild associate director and head of retail sales Chris Larsen has signed on with MLC in the new role of national manager for alliances....
Financial planning
Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...
Financial planning
Advance Funds Management’s recent run of distribution appointments has assisted the group in boosting its funds under management to over $3.5 billion and raising adviser ...
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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...