POWERED BY MOMENTUM MEDIA
AXA
Financial planning
Australian Unity has linked with a number of prominent portfolio managers to set up a boutique funds management group that will specialise in absolute return fixed intere...
Financial planning
AXA Australia is to conduct a re-run over coming months of Project Discovery - a scheme launched last year where the group bought clients from established financial plann...
Financial planning
Citigroup / Citicorp and National / MLC Group have emerged as the big winners in retail net funds flow for the September 2004 quarter, according to the Assirt Research Ma...
Financial planning
Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....
Financial planning
Why did two fund managers with investment cred and strong retail brands feel the need to push into platforms? As Liam Egan found, they were both covering their assets....
Financial planning
So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....
Financial planning
AXA Australia’s re-run of its Discovery program - a client-list buy back scheme that ran for several weeks in 2003 - has netted 35 new planners and involving some 100,000...
Funds management
AXA is preparing to boost the property related products it has on offer for advisers with both a domestic and international property fund in the pipeline at the group....
Financial planning
AXA-Australia-owned advice firm Monitor Money has received its first acquisition funding from its parent three years after the financial services giant took over ownershi...
Financial planning
Trends in the risk market are set to mirror recent developments in the platform market through the introduction of a wider range of simpler products over coming years to ...
Financial planning
Count Financial Limited’s Barry Lambert has announced his retirement plans and will hang up the gloves as Count managing director sometime in 2006. Far from putting his f...
Financial planning
Advisers selling Term Allocated Pensions (TAPs) have been warned they may be putting themselves in the firing line of future litigation because of the higher commissions ...
Financial planning
AXA Australia’s advice business has posted a 52 per cent surge in gross inflows for the nine months to September, while subsidiary dealer group ipac securities continues ...
Financial planning
The new generation of low cost master trust and wrap platforms are continuing to cannibalise fund inflows from both direct retail funds and older more established platfor...
Financial planning
Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...