PORTFOLIO MANAGEMENT
Financial planning
IWL has successfully renegotiated its ongoing Visiplan software contracts with two dealer groups - Associated Planners Financial Services (APFS) and Lonsdale Financial Gr...
Financial planning
ING Australia has bolstered its Australian equities team by snaring two investment specialists from Macquarie Funds Management in a move that triples its capabilities in ...
Financial planning
InvestorWeb Research has given the burgeoning multi-manager sector a nod of approval, but has found investment houses are challenged to differentiate themselves from thei...
Financial planning
Financial services technology provider PlanTech Consulting Group has experienced encouraging industry support for its new planning software tool, 4Cast, with four dealer ...
Financial planning
IWL has bumped up its services with the addition of a secure data transfer system between external groups, IWL’s Visiplan and VisiWeb software and its clients....
Financial planning
MLC has launched a new platform for planners - AdviserCentral - and will roll it out to its 1,400 strong adviser network....
Financial planning
Bodinnars Personal Financial Services is aiming to open up offices in each of the nation’s states by the end of the financial year and release a range of service packages...
People & Products
Allianz Dresdner Asset Management (ADAM) head of Australian equities Mark Finselbach left the group yesterday after submitting his resignation last Friday - a move quickl...
Financial planning
Investment Diversity, the group launched by former Navigator managing director Mat Walker in November last year, has signed up eight dealer groups to its online integrate...
Financial planning
Former Navigator managing director Mat Walker has flagged his return to the platform market with launch of a new online integrated portfolio management system....
Financial planning
Allianz Dresdner Asset Management (ADAM) has appointed Leanne Milton as head of retail business to increase its profile and effectiveness in the retail marketplace....
People & Products
Challenger Financial Services Group (CFSG) has appointed Europe-based technology group SimCorp Dimension to service its portfolio and investment management back-office op...
Financial planning
Colonial First State has announced a key change within its funds management division with its long-serving head of the Australian equities GDP plus team, Ian Harding sche...
Financial planning
The Canadian managed fund market has been blazing a trail in its take-up of fund-of-funds vehicles, with a three year asset capital annualised growth rate of 15 per cent....
Financial planning
The weak activity within general technology markets is not being reflected in the provision of financial planning software, with a number of new firms entering the fray. ...
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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...