PLATFORMS
Financial planning
There used to be one name for fund managers who pooled money to invest with a range of fund managers. So what happened? FIONA MOORE reports on the rise of the multi-manag...
Financial planning
The flip side of administration platform fees is the value that master trusts can help generate for a financial planning business. Tynan Mackenzie chief executive officer...
Financial planning
It is no secret that master funds and other forms of reporting technology require constant up keep. And, it seems a never ending string of payments....
Financial planning
Master trust and wrap providers may be less concerned about fees than they are making out. GEORGE LIONDIS digs deep into the latest fee data....
Financial planning
THE ASCENSION of the administration platform has been taking place for more than a decade, making it hard for planners to remember when they did not use one....
Funds management
The funds management and banking sectors have been in an acquisition frenzy during the past two years, fulfilling the industry prophecy of rationalisation. FIONA MOORE ta...
Financial planning
Financial planning software provider Investment Data Technologies (IDT) is to outsource the training for its software platform to independent training organisation Integr...
Financial planning
MLC has dedicated 150 of its staff to formulate the design of a project to utilise the $200 million committed to the group’s wealth management operations by National Aust...
Financial planning
HISTORY does not repeat itself. Business cycles, market trends and business opportunities, if missed 10 years ago, do not represent themselves for a second bite of the ch...
Financial planning
Specialist investment research group 5Di will expand its operations and move into supplying its own manage the manager (MTM) style investment funds....
Financial planning
Standard & Poor’s (S&P) is preparing to launch a ratings system for managed funds in a move that will bolster its already considerable push into the Australian funds mana...
Financial planning
The key to future financial planning groups will be selling the relationship, not what platforms the dealer group is using, says Strategic Consulting and Training managin...
Financial planning
InvestmentLink has expanded its services with the roll out of its transaction processing service for retail managed funds, only one day after the Australian Stock Exchang...
Financial planning
The former managing director of Morningstar, Graham Rich, has signed joint venture agreements with Plan-for-Life and Resnik Communications, as part of the role out of his...
Financial planning
Standard & Poor’s (S&P) has begun a ratings system for master trusts and wrap accounts after today releasing the details of its latest research product, the Master Trust ...
Never miss the latest news and developments in wealth management industry
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...