PLATFORMS
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...
Financial planning
Absolute return fund manager Basis Capital Management has had its successful flagship fund made available to the retail market, with both BT and Macquarie now offering th...
Financial planning
The Australian Stock Exchange (ASX) has dropped its plans to develop FundConnect, its version of a managed funds transaction hub saying the return on investment was uncer...
Financial planning
Trust general manager funds management Jeremy Edmonds will leave the company following restructuring as a result of the merger of Permanent Trustees and Trust Company of ...
Financial planning
MLC has outlined a number of changes to its Flexiplan investment platform including renaming it to MasterKey Custom, changing the fee structure, expanding the investment ...
Financial planning
Mentor Australia Financial Planning will revamp its planner remuneration model as the group gets ready to expand its Sydney presence and make a number of acquisitions in ...
Financial planning
WHTM Asset Management will open its funds up to the wholesale market repackaging its retail funds and has set a target of reaching $3 billion dollars in funds under manag...
Financial planning
Equities have been a stable of portfolios for investors for many years, but maybe it’s time to stay out of equities argues Tom Collins....
Financial planning
AMP Australian Financial Services and Asgard yesterday concluded a deal agreed in May to utilise the latter’s e-wrap platform across all AMP dealer groups....
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...
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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...