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Financial planning
Industry calls to develop more transparent fee structures in superannuation are fuelling demand for software companies to provide increased client information from admini...
People & Products
Former BTFG general manager advice and planning Geoff Lloyd has joined Perpetual as group executive for Private Wealth....
Financial planning
Financial planners looking to acquire another practice need to make sure the seller is willing to stay on for a period to help with client transition, according to Alan K...
Financial planning
NAB is considering its options in the wake of the ACCC's decision to block its bid for AXA Asia Pacific - but none of them are simple or easy....
Financial planning
AXA's plans to extend the use of its Wealth.Net platform, which its North product currently sits on, has acted as the catalyst for the ACCC to block a proposed acquisitio...
Financial planning
Count Financial has issued a quarterly update predicting a 30 per cent lift in earnings per share and a 10 per cent rise in operating profit....
Financial planning
Plan B has announced that funds under management, administration or advice (FUMA) were $2.19 billion at the end of March, marking an overall increase of 19.7 per cent in ...
People & Products
Sentry Group has confirmed its appointment of HUB24 to provide unitised managed accounts and complementing services....
Financial planning
BT Financial Group general manager of advice and private banking, Geoff Lloyd, has resigned after six years with the group....
Financial planning
Significant numbers of Britain's financial advisory force may exit the industry in coming years as it undergoes reform....
Financial planning
Cerulli predicted that only five master trust and wrap account providers would survive a round of price wars and industry consolidation by 2004. Is it possible they got t...
Editorial
It may have taken 10 years, but predictions that the platform market would shrink to a handful of providers have finally come true. Yet Jason Spits discovers that it's no...
Financial planning
Platform innovation is being spurred by the increasing popularity of separately managed accounts (SMAs), according to Brandt Page, director of Fortuna Partners....
Superannuation
Fiducian's new self-managed super fund (SMSF) service has become the core of its administration platform....
Financial planning
The total master fund market grew by 21.1 per cent in 2009 and stood at $410.3 billion at 31 December, according to Plan for Life research....
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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 ...