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Funds management
Retail managed funds have posted an $11.5 billion fall in funds under management (FUM) for the year ending June 2012, the latest research from Plan for Life has found....
Top 100
OnePath's Trauma Premier cover has taken out this year’s Money Management/Dexx&r Adviser Choice Risk Award for trauma products....
Top 100
AIA Australia has won the business overhead category of this year’s Money Management/DEXX&R Adviser Choice Risk Awards....
Top 100
OnePath has remained at the top of the insurance game over the past 12 months and has again been named Money Management/Dexx&r's Risk Company of the Year....
Editorial
The dealer group model is changing and BT’s Mark Spiers says financial planners will need to make choices consistent with the newly evolving reality....
Financial planning
Platforms were developed to benefit financial advisers rather than their clients, and it is time the industry started questioning their utility, says Pinnacle Practice di...
Financial planning
Being a financial planner feels like living a fairy tale, but perhaps one written by the Brothers Grimm. Bryan Ashenden tells a story about Jack and Jill, two advisers wh...
Life/Risk
OnePath has been crowned Money Management/DEXX&R Risk Company of the Year 2012, with TAL and BT Life taking silver and bronze respectively....
Financial planning
Asgard’s Infinity eWRAP reached a milestone this week – passing $2 billion in funds under management....
People & Products
A new head of wholesale and a national account manager have joined the ranks of Fidelity Worldwide Investment's Australian team....
Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
Financial planning
Participants of a Money Management roundtable agree there are too many part-time financial planners living off large books of trailing commissions....
Financial planning
With legislative change sweeping across the financial services industry, BT Financial Group has launched a website designed to keep advisers up to date with the latest po...
Rate the raters
Standard & Poor’s (S&P) – a name synonymous with credit ratings and research the world over – will no longer have an Australian ratings and fund services presence from 1 ...
Financial planning
Legg Mason Australian Real Income Fund added to BT Wrap....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....