PLATFORMS

Financial planning

Australia's biggest fund managers have recorded inflow declines in the March quarter that reflect and in some cases exceed those experienced at the height of investor des...

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People & Products

Solaris Investment Management is planning for growth in the Queensland retail advisory market with the appointment of a dedicated state manager....

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Financial planning

DKN Financial Group has reinforced that it is not concerned about the possible removal of volume rebates between platforms and dealer groups, signing a new five-year cont...

Financial planning

Tower Australia Group has raised about $96 million, despite the prevailing analyst sentiment that it was not a good time to engage in a capital raising....

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Financial planning

Synchron’s John Prossor claims planner growth is based on the limitations imposed by others....

Financial planning

Portfolio administration company Praemium is perfectly placed to take advantage of an impending shift towards a fee-for-service remuneration model in the UK, and plans to...

Financial planning

AMP wins minor strategic victory in its bid to gain control of AXA AP but NAB remains in the hunt....

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Editorial

Many financial planners today face having to adopt a fee-for-service model. Much more is being written on the need for this than on how to implement it in practice. Rober...

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People & Products

Mercer appoints two former van Eyk employees, Brian Long and Luke Fitzgerald, to senior roles....

Financial planning

New platform deals to combat a potential removal of volume rebates will simply create a less transparent environment for investors....

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Financial planning

Financial Index Australia has nabbed Canberra-based firm Civic Financial Planning from Securitor....

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Financial planning

Select Asset Management’s Alternatives Portfolio has been added to AXA’s North platform as well as Colonial First State’s FirstWrap....

Financial planning

IOOF's Pursuit platform has broken the dominance enjoyed by Colonial First State in the Wealth Insights Platform Service Level Survey....

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Financial planning

Tower mounts $96 million capital raising on the back of solid first half result....

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People & Products

Colonial First State has appointed Scott Durbin as its new head of platform sales, replacing Aubrey Roga, who left the firm to join MLC in a key insurance role in Februar...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 4 weeks ago

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

5 months ago

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

2 weeks 1 day 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 6 days ago

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

3 weeks 4 days ago