PLATFORMS
Funds management
Select Asset Management has launched a single-manager global multi-strategy hedge fund through its joint venture with European hedge fund manager Aspect Capital, establis...
Financial planning
Master trust provider Netwealth has added a life insurance product to the range it has available through its Superannuation Master Fund, joining what seems to be a growin...
Financial planning
The new head of retail at JB Were Investment Management (Were), Gordon Thoms, has rejected any moves to become a platform provider and says the group would look for new o...
Financial planning
UBS Global Asset Management has closed its Australian equities book to new institutional mandates, opting to use its remaining funds under management capacity to source m...
Financial planning
The financial services industry’s preoccupation with large-scale business operations is creating significant performance issues for bigger players in the industry, argues...
Financial planning
A recent tour of Europe got Tom Collins thinking about local perceptions to financial services, particularly in relation to distribution....
Life/Risk
The long term profit outlook for the life insurance market will remain poor for the immediate future as it remains linked to the low performance of equity markets and sad...
Financial planning
Boutique financial planning outfit, the Berkley Group, has launched Wraport Portfolio Services, a new administration tool exclusively for use of high-net-worth investors....
Financial planning
Tower Australia has been through the mill lately but claims it has refocused its vision and returned to its roots....
Financial planning
Macquarie Portfolio Services is set to offer more investment options on its Wrap Solutions platform after passing $7 billion in funds under administration (FUA)....
Financial planning
MLC and electronic platform provider InvestmentLink have signed a deal that will enable the MLC group to widen its platform’s reporting capabilities to include products f...
Financial planning
The fastest growing dealers are at the big end of town, but so are those with falling numbers. As Ben Abbott discovered, scale does not guarantee success....
Financial planning
Word of mouth and a sound business model have been the key drivers in the recent growth of National Australia Group owned dealership Garvan Financial Planning, according ...
Financial planning
As disillusioned planners continue their exodus from bank owned groups, Bridges Financial Services is one group positioning itself to catch the fallout. Lucie Beaman repo...
Financial planning
St George Bank branches have begun to refer financial planning clients to advisers within the Securitor dealer group in rural areas where clients have no access to salari...
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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...