PLATFORMS

Financial planning

Legislation is required to ensure consumers can distinguish between planners providing 'independent strategy-driven advice' and those providing 'product sales-driven advi...

Financial planning

The consolidation of separately managed accounts into platforms represents a "quantum leap forward from conventional managed funds", according to Aviva Australia research...

Financial planning

Dealer group demand for Colonial First State Customs Solutions has justified its decision to bring the management of the tailored platform solution in-house, according to...

Financial planning

Mandate will extend successful relationship with HSBC....

Financial planning

While the financial planning industry continues to air its dirty laundry in public, a groundswell of do-it-yourself investors continues to build, and they are rapidly see...

Editorial

The focus on fee levels in financial services and investment risks missing the structural flaws and distorting incentives that are also troubling these industries....

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Life/Risk

WriteAway to manage new cases through to policy completion within 20 to 30 minutes....

Financial planning

ING Grow Member Value program delivers inflows of more than $204 million over three years....

Financial planning

The latest ING investor index suggests Australian investors are finally starting to feel more optimistic....

Editorial

In response to the tidal wave of money moving into cash, product providers have been quick to release a range of new cash-based products designed for the adviser market....

Financial planning

Stripping commissions from the cost of financial products could result in falls of up to 50 per cent in their cost to clients, according to David Price, managing director...

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People & Products

Aviva has appointed five fund managers to the separately managed account facility it will launch on its Navigator platform in September....

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Financial planning

Current Government inquiries into adviser remuneration should be broadened to include adviser inbuilt margins from badged platforms, according to Michael Heine, managing ...

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Funds management

The National Australia Bank has emerged as the winner in the bid for Aviva Australia's investment and insurance operations....

Financial planning

Funds to meet investor need for growth and capital protection during market downturns....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 5 days ago