PLATFORMS

Financial planning

IFP is ramping up its Application Service Provider (ASP) platform in a bid to bolster its financial planner back office support business....

Financial planning

Forget wrap accounts, screen scrapers and Internet broking, the next big battle in the financial service industry will take place on the financial planner’s desktop....

Financial planning

Fund managers have picked up a large slice of the distribution available in the rush to get product under the noses of planners and clients but a number have chosen not t...

Financial planning

AM Corporation will launch the highly anticipated Bureau service platform today in a bid to seize the initiative in the financial services market....

Editorial

Wealthpoint has recorded mixed results for its first profit statement since the company changed its name....

Financial planning

The National Australia Bank has paid $115 million for Deutsche Financial Planning and its non-discretionary master trust business Deutsche Funds Management....

Financial planning

More than 70 financial planning groups have signed up with Sanford Securities to use its Virtual Broker online broking service....

Financial planning

More than 70 financial planning groups have signed up with Sanford Securities to use its Virtual Broker online broking service....

Financial planning

AM Corporation is one of the last surviving independently owned financial services groups in Australia. Stuart Engel examines the impact of one of the biggest revamps in ...

Financial planning

Financial planners who are not giving their clients choice and integrated service will fail, says National’s head of global financial services, Peter Flavel....

Financial planning

AM Corporation is one of the last surviving independently owned financial services groups in Australia. STUART ENGEL examines the impact of one of the biggest revamps in ...

People & Products

Why would one of Australia’s most successful financial planning distribution businesses spend millions on setting up a direct distribution business? Stuart Engel speaks w...

Financial planning

A push to make Portfolio Partners more retail-orientated and increasing market share in the superannuation business are the Norwich Union’s new chief executive officer’s ...

Financial planning

Why would one of Australia's most successful financial planning distribution businesses spend millions on setting up a direct distribution business? Stuart Engel speaks w...

Superannuation

While master trusts are a big part of the local scene they have yet to make a real impact in the UK market. JASON SPITS looks at why the market is set to change in the ne...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 3 days ago