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Financial planning
Staff rationalisation at both IOOF and AM continued last week with another 50 staff being retrenched but IOOF managing director Rob Turner says the group’s long awaited l...
Financial planning
AMP Australian Financial Services has selected Asgard as the service provider for its e-wrap platform following an extensive due diligence process of potential providers....
Editorial
The industry is full of elephants, says Rob Keavney, but the elephants’ days are numbered....
Financial planning
Recently departed chief operating officer of Tower, Ken Boag, has resurfaced after taking on a new role as chief executive officer at Sydney-based financial services grou...
Financial planning
Macquarie Wrap Solutions has struck a deal with van Eyk Research to utilise the latter’s Blueprint series of funds across its two platforms - the high net worth Macquarie...
People & Products
Zurich Financial Services has created the new Sydney-based role of assistant head of group sales, which the group hopes will help co-ordinate its key accounts, master tru...
Financial planning
Advance Funds Management has had a number of its funds selected for inclusion on the BT SuperWrap platform and the new Symetry Portfolio Service....
Financial planning
BT Funds Management will offer its nine Partner Funds to the retail market and allow investors to access investment managers previously only available through its wrap pl...
Financial planning
When ING unveiled its Tandem Financial Advice dealer group in August 2002, the result of merging its Lynx, Partnership Planning and AustAdvisers dealer groups, the market...
Financial planning
UBS Global Asset Management (GAM) has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back to b...
Editorial
Investors Mutual has taken out the Australian equities category of Money Management/Assirt Fund Manager of the Year Award for the second year running....
Financial planning
Managed funds research house Assirt has given Citigroup Asset Management Australia (CitiAM) a mixed report card stating it is performing well in domestic markets but need...
Financial planning
Platforms may make financial planners’ lives easier, but Lisa Bowman asks whether they offer consumers value for money, and whether fee levels will change going forward....
Funds management
With over two decades in the game, dealer manager Michael Summers has always kept his practices ahead of their time. John Wilkinson reports....
Financial planning
Badging’s success is unrivalled in getting planners to make use of them. Jason Spits looks at where the numbers fall....
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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...