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Financial planning
Platforms may make financial planners’ lives easier, but Lisa Bowman asks whether they offer consumers value for money, and whether fee levels will change going forward....
Financial planning
Badging’s success is unrivalled in getting planners to make use of them. Jason Spits looks at where the numbers fall....
Financial planning
If you’re looking for bells and whistles in a platform, you are spoiled for choice in this country. Julie Bennett looks at what’s on offer and what purpose it serves....
Editorial
Craig Phillips reports on who has benefited from the shift in funds from managed funds into master trusts and wraps....
People & Products
Westpac head of financial planning and advice Brett Himbury left the group last Friday amid news that a new wealth management distribution role would be created within th...
Financial planning
Morningstar has downgraded BT/Sagitta’s listed property outlook in response to the recent team changes, while upgrading BT’s international equities outlook....
Funds management
BT/Sagitta property analyst Damien Barrack has left the group less than two weeks after the departure of listed property director Carlos Cocaro....
Financial planning
The Count Financial Group is set to launch an superannuation trustee administration platform in conjunction with Trust, the group created out of the merger between Perman...
Financial planning
The privacy of clients within superannuation funds is under threat as trustees of super funds will be legally forced to share confidential information regarding clients’ ...
Funds management
Australian equities analysts Jack Chemello and Misha Collins have left ING Investment Management after only 12 and 2 1/2 months respectively to return to their previous e...
Financial planning
The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...
Financial planning
The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...
People & Products
The combined BT/Sagitta group has suffered another setback, with the resignation today of the group’s head of listed property, Carlos Cocaro....
Financial planning
Well punters, once again it’s off to Sydney for the big FPA annual nosh up and as usual, Nick Bruining delivers the inside goss on where to be seen and who to avoid....
Editorial
We are all aware that reduced levels of investment returns will accelerate the rate at which clients are demanding lower overall fees for their managed investments....
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...