PLATFORMS
Life/Risk
Macquarie Adviser Services has made changes to its superannuation insurance cover, including the introduction of an upfront commission for death and total and permanent d...
Financial planning
In a congested market, differentiation is everything. Craig Phillips looks at why standing out from the pack is all the more relevant for back-office service providers....
Funds management
Although Portfolio Partners has moved from boutique to big, it has retained its small and nimble approach. John Wilkinson reports....
Editorial
Despite the flurry of interest they generated when introduced to the Australian market, the take up of hedge funds has been slow. Ben Abbott reports....
Financial planning
IWL has signed on AM Corp’s strategic business services national manager Paul Medcraft ahead of a planned roll out of an ‘end to end’ planning and technology platform....
Financial planning
The BT Financial Group will consolidate its product range under one name from October 27, laying to rest the Sagitta brand as all 450 products in the group’s wholesale an...
Financial planning
Colonial First State’s FirstChoice master trust has cracked $4 billion in invested funds after only 17 months in operation primarily due to generous commissions paid to f...
Superannuation
Financial planners should consider the benefits of directly investing client monies instead of managed funds within Self Managed Superannuation Funds (SMSFs) argues finan...
Financial planning
The Norwich Union owned Navigator platform is set to incorporate straight through processing (STP) throughout its operations, to the benefit of the 3,500 financial advise...
Financial planning
The turnaround in Platinum Asset Management’s decision to withdraw its funds from the Macquarie Wrap platform investment menu was not related to fees in any way, says Pla...
Financial planning
Challenger Financial Services Group has agreed to acquire Zurich Capital Markets’ (ZCM) Australian Principal Finance business, Interstar Securities, in a deal struck by i...
Financial planning
Master funds and wrap account platforms have changed the landscape of the financial services industry. However, says Dominic McCormick, one issue that doesn’t get enough ...
Financial planning
Technology has been praised as a time saver and derided as a leech on resources. To debate where technology has failed or succeeded in financial services, Money Managemen...
Financial planning
The weak activity within general technology markets is not being reflected in the provision of financial planning software, with a number of new firms entering the fray. ...
Financial planning
The Money Management Technology Report is based on a survey undertaken by The Tom Collins Consultancy and includes providers of technology in the areas of financial plann...
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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...