Profile Financial Services has partnered with Select Asset Management to provide its clients with an alternative to the traditional strategic asset allocation approach to...
MLC has just launched a financial planner mentorship program as part of its practice start-up package....
The demand from retail investors for direct and listed property is slowly returning – a trend set by institutional investors in 2010....
The role of licensee payments from platform providers has become a bone of contention in the financial advice industry, writes Marianne Perkovic....
Robert Keavney recognises the trend for industry super funds to establish financial advice businesses, like their retail competitors. But he asks the question: Whose mone...
Macquarie Private Wealth's Eric Schimpf says a client-centered approach has paid off for Macquarie Equities despite the challenging environment....
Greater flexibility and independence, increasing dealer group fees, and concerns around fulfilling a fiduciary duty are some of the reasons why more advisers are applying...
New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...
Macquarie Wrap has launched its new model portfolio capability, following a seven-week trial including 10 dealer groups....
Five more boutique dealer groups have added Hub 24 as their preferred platform provider, weeks after its acquisition by listed company Investorfirst....
After four months of negotiations, dealer group Secureinvest has appointed boutique investment firm Wealth Within as its provider of individually managed accounts (IMA) s...
Efficiency is key when it comes to choosing financial advice software, writes GEM Capital's Mark Draper....
OnePath has added OneCare insurance to its wholesale platform Oasis Asset Management to allow advisers to offer clients both retail and traditional group insurance option...
BT Wrap has whittled down its lengthy disclosure documents to 20 pages....
As a political debate rages around the power of the major banks, Mike Taylor writes that far more is at stake than just home loan interest rates....
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....