Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....

While choice of funds makes its way back onto the agenda, TOM COLLINS says the issue of self interest must be tackled or the industry faces the possibility of further gov...

One of the pioneers of the master trust industry in Australia, Kevin Wyld, is planning the launch of a new wrap account service through the Beacon Investment Management S...

Financial planning executive Ross Johnston has left dealer group Bridges to embark on a new venture as an independent consultant....

Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...

TECHNOLOGY firm Avanteos has enhanced its back-office wealth management software suite with a feature that helps financial planners generate personalised investment strat...

The take-up of individually managed accounts (IMAs) in Australia will not be as great as the US experience, says HSBC Asset Management head of retail Rick Villars, who sa...

MLC HAS entered the ‘show and tell’ phase of its three year $200 million Amazon project designed to build a strategic advice platform and to make MLC a business and outso...

One of the stumbling blocks for the industry in establishing a risk master trust has always been how to get the insurance groups on side. ALLAN BETTS gives an insurance p...

MELBOURNE-BASED financial planner Neville Krynauw cannot understand why the cost of platforms for advisers keeps rising when the technology costs keep falling....

Following his retrospective a month ago, TOM COLLINS looks forward and predicts what changes and trends will emerge over the next four years and the impact they will have...

Job advertisements ask for all the same criteria – loads of planning experience, DFP or CFP qualifications and good communication skills. But what skills and talents are ...

SINCE its merger with St George Bank in 1997, and in particular over the past year, Advance Asset Management has battled to receive market attention of its own....

The growing reliance of financial planners on financial planning software, back office technology and technology driven investment platforms could leave advisers facing d...