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Financial planning
The Australian investment platform market will soon get a new kid on the block with the impending launch of The Emerald Wrap - a first responsible investment platform on ...
Financial planning
MLC has launched what it describes as its “new-look” client and financial adviser websites, AdviserOnline and MyClient....
Policy & Regulation
Major platform providers have called for parts of the Future of Financial Advice (FOFA) reforms to be delayed due to lingering uncertainty with respect to grandfathering ...
Financial planning
Major platform providers across the industry are now moving away from a heavy period of platform consolidation to focus on developing and upgrading the remaining products...
Financial planning
A combination of an expanded offering and volatile markets has helped AXA's North platform double its net inflows in the September quarter compared to the same time last ...
Financial planning
It has been a tough year for platform providers, with three out of six largest platforms reporting negative net flows for the year ending June 2011, according to data pub...
Financial planning
The expectation of a change in Government and consequent changes to the Future of Financial Advice (FOFA) legislation has created serious uncertainty and prompted at leas...
Policy & Regulation
The financial planning industry needs to remove all perceived conflicts of interest before it can be seen as a trusted profession, according to chartered accountant and f...
People & Products
AMP Financial Services has revealed the final shape of executive structure after blending both AMP and AXA personnel....
Financial planning
Platform provider Onevue is about to finalise new contracts with a number of advisory groups to expand the distribution of its UMA platform....
Financial planning
Outsourcing platform administration to Macquarie will help Perpetual to increase its focus on high net worth clients and increase its scale and capabilities, according to...
Financial planning
Outsourcing platform administration to Macquarie will help Perpetual to increase its focus on high net worth clients and increase its scale and capabilities, according to...
Financial planning
Perpetual has announced it will outsource third party provision of portfolio and fiduciary administration services for Private Wealth clients to Macquarie Investment Mana...
Financial planning
BT Financial Group is seeing results from a drive to increase the proportion of its high net worth banking customers who also use the group for their wealth management ne...
Financial planning
Suncorp and Perpetual lag in master fund market growth stakes....
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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 ...