PLATFORMS

Financial planning

AM Corporation will launch its ‘second generation wrap’ before the end of the year, says national manager information systems Paul Medcraft....

Financial planning

A group going by the name of Surfboard has become the latest online financial services group to list on the Australian stock exchange. Surfboard hit the ASX boards thanks...

Financial planning

Australia's master trusts and wrap accounts are about to undergo a massive shake-up which will leave only five left standing....

Financial planning

The National Australia Bank confirmed industry rumours by officially announcing it will purchase MLC from Lend Lease for $4.56 billion cash, with a completion date set fo...

Financial planning

It has often been said that stock brokers and securities traders look down on the fi-nancial planning industry. That's going to be less likely in future, according to War...

Financial planning

Exhibitors at Solutions 2000...

Financial planning

Financial planners will not be able to survive in the high tech, low fee future on their own, according to Matt Lawler, general manager sales at MLC adviser serv-ices....

Financial planning

With branding increasingly becoming a hot issue in the financial planning industry, it is it possible to sell advice in the same way as a McDonald’s hamburger or a bottle...

Financial planning

As a regular reader of Money Management (and a service management scholar), I was astonished by the report on comments by Rob Saultz at the Next Direct 99 Conference (Mon...

Financial planning

AMP has chosen a new boss for its New Zealand financial services business following general manager Rodney Cooke’s promotion to director of group finance at the group’s U...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 2 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

2 weeks 6 days ago
moneymanagement logo