POWERED BY MOMENTUM MEDIA
PLATFORMS
Life/Risk
Colonial First State (CFS) has paved the way for open architecture for insurance on platforms by allowing clients to purchase Asteron insurance through FirstWrap....
Financial planning
Count Financial may soon have an all new back-office; with investment research, platform, and advice software contracts all currently under review at the big listed deale...
People & Products
Craig Lawrenson has been named the new head of Asgard....
Funds management
Aligning its banking and wealth distribution channels is one of BT Financial Group’s key strategic growth priorities, according to its chief executive, Brad Cooper....
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....
Financial planning
Book sales have increased dramatically over the last financial year as advisers change their business models in response to reform as well as disenchantment with dealer g...
Financial planning
Colonial First State’s (CFS’s) wrap platform, FirstWrap, has reached its $1 billion in funds under advice milestone - one year after it was launched....
Financial planning
Despite the uncertainty created by worldwide regulation and the European sovereign debt crisis, the long-term future for financial stocks is bright, writes Sotiris Boutsi...
Funds management
Despite evidence showing Australian advisers are not picking up on exchange-traded funds (ETFs), Tria Investment Partner's Andrew Baker takes an optimistic view....
Financial planning
Praemium struggles to get into positive territory despite growth in funds on its platforms....
Editorial
Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...
Financial planning
Almost three in five financial advisers are limited in their choice of platforms, and of those advisers, 40 per cent would like access to other platforms in the market....
Editorial
Plan B has confirmed its profit position and moved to fully acquire Strategic Financial Management....
Financial planning
BT Financial Group is the leader in funds under management (FUM) in the total masterfund market, beating National Australia/MLC and Commonwealth/Colonial groups, accordin...
Never miss the latest news and developments in wealth management industry
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 ...