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Funds management
A Standard & Poor’s global equities regional sector review has revealed a falling demand for funds with an exposure to developed markets as investor appetite for emerging...
People & Products
MLC has appointed Dean Thomas as the general manager of its MasterKey investment platform, where he will be responsible for managing and developing the suite of investmen...
Financial planning
BT Financial Group has used its submission to the second phase of the Cooper Review to argue for cost reductions at the same time as calling for equity on intra-fund advi...
Financial planning
The Plan for Life analysis of retail managed funds for the September quarter of 2009 has shown growth of $46.9 billion....
People & Products
To be succeeded by former Westpac New Zealand chief executive Brad Cooper, with Coombe taking up a group executive role in Westpac’s retail and banking business....
Financial planning
IFSA's super charter alters fee structures for advice and changes the ground rules on advertising....
Financial planning
Global financial crisis has acted to make some socially responsible investment (SRI) funds less attractive to retail investors. ...
Financial planning
Challenger's Dominic Stevens said the group is preparing for a four-fold increase in contact with planners and dealer groups to push its annuity products. Stevens said th...
Financial planning
Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...
Financial planning
Dealer groups are preparing for changes in the financial services industry by looking to platform and fund ownership as a way to take planner and licensee remuneration in...
Superannuation
Financial planners have been witness to a rush of new retirement income products hitting the market but, as Liam Egan explains, the fall-out from the global financial cri...
Financial planning
Challenger Financial reports strong September quarter on the back of increasing preference for annuities....
Financial planning
Challenger's new annuities product finds home on BT Wrap....
Financial planning
New Watson Wyatt research reveals Australian investment managers were among the hardest hit by the GFC....
Financial planning
BT Wrap enhances platform offerings to make life easier for advisers and accountants handling SMSF clients....
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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....