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Financial planning
Distributors need to choose between wanting extra capital or extra control when deciding whether or not to offer equity stakes to their advisers. Ross Kelly reports....
Superannuation
Nick Bruining takes a serious look at the impact of choice of fund legislation on the asset management and self-managed super arena....
Financial planning
Melbourne based fund manager OFM Investment Group has struck a deal with Credit Management Australia (CMA) to becomes it’s the first client for the latter’s risk manageme...
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Standard & Poor’s has a long history in the financial industry and as Rebecca Evans reports, it is planning for a great future....
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The planning industry is placing greater emphasis on in-house research, but this is no major threat to larger research houses like InvestorWeb, writes Kate Kachor....
Financial planning
Treading a familiar path, John Ardino left an institution following a takeover to start an independent group. Ten years later it is still going. John Wilkinson reports....
Financial planning
Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....
Financial planning
As more dealer groups board the fee-for-advice bandwagon, back-office providers must decide whether to revamp remuneration management systems to accommodate more complex ...
Financial planning
Advice group Benwest Investment Services has teamed up with Lifestyle Financial to create the Boutique Group, a new co-operative offering back office services to small in...
Financial planning
Two of the industry's largest associations have pre-empted Government and regulators by outlawing several methods of alternative remuneration, and will now seek to reach ...
Financial planning
Two of the industry’s largest associations have pre-empted Government and regulators by outlawing several methods of alternative remuneration, and will now seek to reach ...
Financial planning
AXA Australia has raised the level of competition in the rapidly growing low-cost platform arena with the formal unveiling of its anticipated new baby wrap today - Genera...
Financial planning
Individual and discrete private client portfolio manager Clime Asset Management has struck a deal with niche managed account software group Financial Simplicity to licens...
Financial planning
Over the past three years, more and more advisers have said they are becoming ‘lifestyle’ focused with their financial planning business and we have heard buzz words such...
Financial planning
IWL has successfully renegotiated its ongoing Visiplan software contracts with two dealer groups - Associated Planners Financial Services (APFS) and Lonsdale Financial Gr...
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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?...