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Financial planning
Investment Trends names Navigator leading platform in a year marked by intense investment in specific improvements....
Financial planning
CFS Custom Solutions has entered into a white label agreement to provide a platform solution for Guardian Financial Planning....
Financial planning
Paradigm Wealth Management has transitioned $70 million to its Managed Account Service from traditional platforms, enabling it to implement a true fee-for-service approac...
Editorial
Dominic McCormick explains why it is time to increase the heat on the frozen funds littering the mortgage, high yield, property and hedge fund sectors....
Superannuation
The superannuation sector has been hit hard in recent years as funds suffered greatly at the hands of market volatility. Angela Faherty takes a look at what the future ho...
Financial planning
AXA has announced that the company's North platform, which is built on Wealth.Net and has been in development for the last two years, will eventually completely replace t...
Financial planning
Australian delays in adopting regulations currently in place in the UK, which are facilitating a shift from insurance to a managed investment focus, will have a high cost...
Financial planning
The platform and financial services provider has introduced new modelling and rebalancing technology to its products....
People & Products
ING Australia has appointed Stewart Brentnall to the newly created role of chief investment officer....
Editorial
Mike Taylor looks at the ACCC's report on NAB's and AMP's bids for AXA Asia Pacific, as well as industry consolidation in general....
Financial planning
Portfolio administration company Praemium is set to expand as a result of the impending shift from commissions to fee-for-service, according to Praemium’s group chief exe...
Financial planning
Westpac Group believes the worst may be behind it, registering a stronger quarter with growth across home lending and on the BT Wrap and Asgard platforms....
Financial planning
Independent financial planning practices concerned about moving away from a commission-based fee structure should speak to clients individually to work out a case-by-case...
Financial planning
The ACCC has raised concerns about NAB's bid for AXA Asia Pacific, focusing on the platform market....
Financial planning
The ACCC will release its findings on AMP’s now defunct bid for AXA AP today. The report is expected to give an indication of the areas of concern that may affect the NAB...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...