PLATFORMS

Financial planning

The major investment platform providers have embarked on aggressive advertising campaigns this year in a bid to differentiate themselves from one another, but whether the...

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Policy & Regulation

Shadforth Financial Group chief executive Tony Fenning believes the implementation of the Future of Financial Advice (FOFA) reforms is likely to entail a lot of work with...

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People & Products

Russell Investments has announced the appointment of a head of its Advice Centre, which the company said signalled its commitment to the delivery of limited advice....

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Financial planning

Wraps, platforms and master trusts together experienced net inflows of $14.5 billion in the 2010 calendar year to $427.7 billion....

Financial planning

Praemium has entered an agreement with Tasmanian financial group MyState Financial and platform provider Powerwrap to launch a MyState badged version of the Powerwrap pla...

Financial planning

IOOF turns in strong result and positions for growth....

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Financial planning

Consolidation is the big news in the financial planning platform industry. Janine Mace looks into how this is affecting the sector....

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Financial planning

As the financial planning platform industry enters a new year that will see big changes, Janine Mace discovers it may not all be plain sailing....

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Financial planning

As the financial services industry prepares for a major legislative change, experts claim that platforms remain at the heart of the financial advice industry. ...

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Financial planning

New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...

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People & Products

Zurich Investments has announced a key management appointment, recruiting Tim Meggitt as head of key accounts....

Financial planning

Platforms are taking a bigger slice of the investment value chain than they deserve, according to the head of asset management at Equity Trustees, Shaun Manuell....

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Life/Risk

Introducing an additional insurer – Asteron – on its FirstChoice platform may make Colonial First State a leader, but it appears to be short of followers at p...

Editorial

Westpac has posted a strong profit increase assisted by BT, the St George merger and mortgage gains....

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Funds management

Count Financial and Professional Investment Services are adapting to the new world order....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 5 days ago