Zoe Fielding

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Financial planning

10 Oct

Count on track to meet growth targets

Strong first quarter results have Count Financial on track to achieving growth targets, with the company reporting an 11 per cent increase in funds under administration i...

People & Products

06 Oct

New distribution head for Advance

Multi-boutique manager, Advance Asset Management has a new head of distribution with Craig Mowll joining from St George margin lending following the resignation of Tom Kn...

Financial planning

04 Oct

Macquarie goes ahead with media fund

Confirming intentions it flagged last month, Macquarie Bank has launched an Australian Stock Exchange listed fund of media companies through which it aims to raise almost...

Financial planning

23 Sep

Endangered or enduring: The future for platforms

Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....

Financial planning

23 Sep

Platform verdict – advisers want value, not fees

Functionality and service have overtaken fees as advisers’ key concerns when using wraps and master trusts according to a study conducted by research house Brandmanagemen...

Financial planning

16 Sep

Advisers reject fee-for-service

Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...

Funds management

16 Sep

ING goes global with listed property

Growing demand from Australian investors for global property exposure has prompted ING Investment Management to launch a locally domiciled global listed property fund....

People & Products

14 Sep

New head for Treasury Group’s boutique services

Listed funds management holding company Treasury Group has hired Christine Feldmanis as managing director of its boutique fund manager service division, Treasury Group In...

Financial planning

13 Sep

Platinum recruits advisers

After only a month in operation, Platinum Group Financial Services has confirmed 34 authorised representatives have already joined its ranks and are operating within the ...

Superannuation

13 Sep

Platforms slow to respond on transitions to retirement

The commencement of the Federal Government’s Transitions to Retirement initiative has been extensively welcomed and widely discussed, but most platform managers are in no...