PLATFORMS

Financial planning

Relative newcomer to the Australian marketplace Barclays Capital remains upbeat about its expectations for growth in a recessionary environment. JAYSON FORREST spoke to i...

image
Financial planning

The payments made by product providers and investment platforms - otherwise known as volume bonuses and shelf space fees - are beginning to be questioned, but rebates at ...

image
Financial planning

Advice firms claim there has been a sharp decline in the quality of technical advice by product providers in the wake of staff cuts, even to the point of exposing them to...

image
Funds management

CBRE providing investment services for fund; financial crisis creating opportunities for investors....

image
Financial planning

DAVID WHITTEN explores the long short investment universe....

image
Financial planning

In a submission to the Rippoll inquiry respected financial planner Neil Kendall has hit out against substantial "hidden incentives" paid to Australian financial services ...

image
Financial planning

Colonial First State has again walked away with the top ranking in the annual Wealth Insights Service Level Survey....

image
Financial planning

Uses cash for acquisitions, expanding associated financial planning businesses and distribution channels....

image
Financial planning

There’s still more to say when it comes to forecasts, timing the market and financial advisers, says MICHAEL DALE....

image
Financial planning

In recent years advisers have been encouraged to move to 'paperless offices' and platform providers have actively pushed dealer groups to store their client data on the s...

image
Financial planning

Count Financial has revealed a further decline in funds under management in the face of continuing market volatility but has also foreshadowed further acquisitions....

image
Financial planning

The latest Investment Trends Platform report has seen Avanteos named the top platform for the third year in a row, but the research also reveals a platform industry hit h...

image
Financial planning

Plan B's acquisition of Strategic Financial Management has delivered a positive look to the Group's March quarter but underlying FUM has declined further....

image
Financial planning

The fallout from the financial crisis has hit platforms hard, with funds under administration and their bottom lines slumping dramatically. And as John Wilkinson reports,...

image
Financial planning

In the good times, revenue from platforms have been a strong source of income for dealer groups and advisers...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 4 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