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Financial planning
The role of business development managers is one that is frequently discussed in the financial services industry. Col Fullagar takes a look at what financial advisers wan...
Editorial
As the dust settles on the ACCC's decision to veto NAB's acquisition of AXA Asia Pacific, Mike Taylor writes that many have noted the degree to which the regulator's view...
Financial planning
The ACCC appears to have significantly over-estimated the impact on the Australian platforms market of NAB gaining control of AXA Asia Pacific....
Financial planning
Industry calls to develop more transparent fee structures in superannuation are fuelling demand for software companies to provide increased client information from admini...
Financial planning
Macquarie Adviser Services has launched a new superannuation advice module for its COIN software....
Financial planning
Macquarie-owned Coin has added Standard & Poor's fund research to its software....
Financial planning
New legislation has prompted concern about the future of margin lending among industry commentators. Yet with confidence that the rebounding share market will stimulate f...
Financial planning
The latest Investment Trends Planning Software Report has revealed the emergence of a keen focus on planner productivity, with Xplan topping the rankings....
Financial planning
Adviser-owned dealer group Australian Financial Services (AFS) has launched a new unified managed (UMA) service in conjunction with technology company OneVue and superann...
Financial planning
Midwinter Financial Services has released new product replacement software in anticipation of a change from the current 'reasonable basis' test for advice to the implemen...
Financial planning
Another company external to Iress has begun consulting on the implementation of Xplan software....
Editorial
Richard Oldcorn discusses the use of the optimisation strategy, which is somewhat neglected by financial planners....
Financial planning
Paragem has extended its Australian Financial Services Licence (AFSL) service and compliance support to superannuation funds that are grappling with the grey area between...
Life/Risk
Zurich Financial Services Australia has announced a number of life risk enhancements, starting March 1, which the company says will cut up to four hours from administrati...
Superannuation
The SMSF sector has cemented its place in the superannuation industry over the past few years. Damon Taylor looks at the issues facing SMSFs and the debate that will dete...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...