COIN Office 3.6 now includes corporate actions and gives advisers more control over which actions they apply and when, streamlining the administration process....

Aviva Investors has paired up with the financial services technology provider Iress Market Technology to launch a direct separately managed account (SMA)....

The majority of financial advisers believe RG 146 is an inadequate minimum entry standard and that a tertiary qualification requirement should be introduced, according to...

Professional Investment Holdings (PIH), the parent company of one of Australia’s largest non-institutionally owned dealer groups, has removed one of the final obsta...

Almost half of adviser income from risk advice in the last 12 months came from new clients, with one in five advisers writing more than $100,000 in new risk premiums, acc...

BT-owned online financial planning software application AdviserNETgain has rolled out a new bulk review feature, which enables the production of an unlimited number of re...

Other institutions will have to emulate Colonial First State’s limited advice model, according to Provisio’s Cameron O’Sullivan....

Changes are afoot in the structured investments arena, with increased transparency and clearer fee structures. But is investor sentiment changing? Benjamin Levy reports....

ANZ-owned dealer group Financial Services Partners has created two new internal roles to improve its investment research offering....

Some of the community anger directed towards the Commonwealth Bank of Australia (CBA) after its Melbourne Cup day rate hike appears to have trickled down to the funds man...

Advisers have been warned against making simplistic comparisons between fund ratings from different research houses in the Australian market....

Bell Direct has implemented a client trading facility on its Desktop Broker adviser-based equity trading platform....

A number of advisers and dealer group heads have expressed frustration at a perceived lack of support from the funds management industry in protecting advisers against de...

With underinsurance continuing to be a problem in Australia, a panel of advisers has agreed the onus is on the industry to address the problem from within, rather than re...