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