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Financial planning
New research suggests platforms delivered more to help planners through the global financial crisis than their dealer groups....
People & Products
Craig Lawrenson has been named the new head of Asgard....
Financial planning
The Association of Financial Advisers is pushing ahead with a lobby group aimed at defining the ‘nuances’ of proposed regulatory reforms to the advice industr...
Funds management
Select Asset Management has made a further move to position its Customised Portfolio Solutions service with non-aligned, mid-tier dealer groups, appointing Gary Walsh as ...
Editorial
The financial services industry is a complex organism, writes Mike Taylor, and tweaking parts of it could lead to the emergence of unforeseen market distortions....
Financial planning
Financial planners and dealer groups rank Lonsec as preferred ratings house on back of its research quality, client service and user-friendliness. Mike Taylor reports....
Top 100
Money Management's Top 100 Dealer Groups survey reveals Van Eyk Research as dealer groups' research house of choice, while Lonsec and Morningstar maintain broad market re...
Financial planning
Lonsec has been named Money Management's inaugural Funds Management Ratings House of the Year on the back of its focus on gauging what its customers want and delivering t...
Financial planning
The proposed ban on commissions and volume-based payments present opportunities as well as challenges for both large banking institutions and independent dealer groups, a...
Financial planning
It’s logical that the financial planning sector would seek better accountability from product providers and researchers....
Funds management
Non-aligned dealer groups looking to launch white label platforms have emerged as a key development resulting from the shift to fee-for-service, according to market exper...
Editorial
The market for C and D financial advice clients is heating up, both for sellers and buyers, writes Caroline Munro....
Financial planning
The FPA calls for industry support to give its DollarSmart program more impetus....
People & Products
ING Investment Management (INGIM) Australia has appointed Stuart Devlin as its southern region manager. He will be responsible for building the organisation’s prese...
Financial planning
Macquarie Practice Consulting targets larger groups for expansion of service offering....
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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....