PLATFORMS

Editorial

Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...

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Superannuation

Financial planners have been witness to a rush of new retirement income products hitting the market but, as Liam Egan explains, the fall-out from the global financial cri...

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Financial planning

Common standards for straight-through data processing will bring more efficiency for planners....

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Financial planning

Challenger Financial reports strong September quarter on the back of increasing preference for annuities....

Financial planning

Perennial appoints former researchers and BDMs to work with planners and research houses to develop investment portfolios....

Financial planning

In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...

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Financial planning

Count believes its accountancy background will represent an advantage in any new remuneration environment....

Financial planning

A key advantage offered by Deutsche Bank is a unique integration between the futures and options business and the managed account platform....

Financial planning

Challenger has initiated discussions with "several leading platform providers" regarding the establishment of a platform-based unitised annuity investment option....

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Financial planning

Will allow advisers to move underlying shares, managed funds and SMAs automatically between investment platforms....

Financial planning

The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial S...

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Financial planning

Some fund managers have expressed concerns that new requirements for product providers are going to make it harder for boutiques to get their products on to an investment...

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Financial planning

Proposed acquisition to increase NAB's share of mortgage market by less than 1 per cent....

Financial planning

The AMP Capital Asian Equity Growth Fund and the AMP Capital Corporate Bond Fund have been added to new platforms, making them accessible to more investors....

Editorial

Will the policy tide turn against commissions? Michael Mathieson considers the future prospects for remuneration in the industry....

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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