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People & Products
AXA has poached the head of independent adviser sales at St George, Paul Robertson, to head up the AXA Financial Planning business....
Financial planning
When ING unveiled its Tandem Financial Advice dealer group in August 2002, the result of merging its Lynx, Partnership Planning and AustAdvisers dealer groups, the market...
Financial planning
Associated Planners Financial Services (APFS) has continued with an impressive recruitment drive signing up 16 firms from its rivals and in the process growing its base t...
Financial planning
The Securitor/PACT financial planning dealer groups will implement a price and functionality review of the Asgard master trust in an attempt to increase its market compet...
People & Products
AMP Henderson Global Investors senior Australian economist Simon Doyle will end his 15 year association with the group after the announcement he will join Schroder Invest...
Rate the raters
Rating processes are usually a point of contention and as Ben Abbott writes, this year’s Rating the Raters survey was no exception....
Financial planning
The resources committed to practice management have been considerable, with small and large dealer groups addressing the issue in different ways. But as Peter Dawson expl...
Financial planning
Financial services education and compliance provider Integratec will expand into stockbroking education following Bell Potter Securities joining its online continuing pro...
Financial planning
Portfolio management service provider Symetry will stop using AXA’s Assure master trust for its back office administration and bring the work inhouse using a technology s...
Financial planning
Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....
People & Products
Norwich Union head of distribution Allan Griffiths will become the new chief executive officer of the group when Rob Garnsworthy, who has held the role since August 2000,...
Funds management
Big names may own most of the distribution in Australia – but, as Julie Bennett writes, boutiques hold the next significant space....
Financial planning
The Commonwealth Bank group has purchased Avanteos and will roll out the platform provider’s systems across its three dealer groups in a deal struck last week....
Financial planning
The Commonwealth Bank group (CBA) has bought out Avanteos and is slated to roll out the platform provider’s systems across its three dealer groups in a deal struck last w...
Financial planning
The findings of the Australian Consumers’ Association (ACA) report came as no great surprise to Money Management’s regular columnists....
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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 ...