PLATFORMS

Financial planning

A year of extremes has forced the industry to step up and meet the demands of clients, writes Brian Bissaker....

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Editorial

Dominic McCormick looks at alternatives to mainstream investments and the role they can play in a diverse portfolio....

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Financial planning

The chairman of the Ripoll Inquiry, Bernie Ripoll, has indicated volume rebates paid from product manufacturers to dealer groups are encompassed in the recommendations ma...

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People & Products

To be succeeded by former Westpac New Zealand chief executive Brad Cooper, with Coombe taking up a group executive role in Westpac’s retail and banking business....

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Editorial

Edwina Best and Amanda Rethus discuss the importance of researchers to the financial services industry and your business....

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Financial planning

Claire Wivell Plater, director of Gold Seal Risk Management Services, has questioned the need for imposing a fiduciary duty on financial advisers, who she proposes in man...

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Financial planning

Rabo Financial Advisors will be incorporated into Hillross as early as the end of this month....

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Financial planning

Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...

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Financial planning

While AXA’s North products have attracted significant inflows over the past 12 months, Mike Taylor writes that the platforms and wraps industry continues to be dominated ...

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Financial planning

The consolidation of the financial services industry is being reflected in the platform market. Mike Taylor reports...

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Editorial

If one thing has been made clear in our examination of platforms and wraps in Money Management, it is that financial planning operates within a highly commercial and, th...

Superannuation

Platforms have emerged as the major beneficiaries of the growth in self-managed superannuation funds (SMSFs), according to data collected by specialist superannuation cle...

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Financial planning

Dealer groups are preparing for changes in the financial services industry by looking to platform and fund ownership as a way to take planner and licensee remuneration in...

Editorial

Westpac chief executive Gail Kelly describes result as sound in a challenging year....

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Financial planning

The picture of a positive third quarter continues to evolve, with IOOF Holdings revealing funds under management, administration, advice and supervision (FUMAS) has incre...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 5 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 5 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 6 days ago