PLATFORMS

Editorial

The world is bigger than just holding Australian equities in a portfolio as many investors are now discovering....

Funds management

Credit Suisse provides new avenue for hedge fund managers....

Financial planning

External advisory groups can now access Mercer’s premier retail product....

Financial planning

External advisory groups can now access Mercer’s premier retail product....

Financial planning

Financial planners are feeling the impact of the remuneration debate....

Financial planning

Asgard is looking to generate more new business and boost its distribution network....

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Financial planning

Some of the major arguments supporting the use of index fund managers over active managers are not as robust as they would seem on the surface, according to an investment...

Financial planning

As a business grows and enters the next stage of development it is typically seeking ways to differentiate its service and streamline its operations, all within the conte...

Financial planning

The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...

Financial planning

For many years the Australian Securities and Investments Commission (ASIC) has been urging the financial services industry to take a greater self-regulatory role in compl...

Financial planning

Macquarie Financial Services Group has secured prime positioning across the platform and funds management categories of the 2007 Wealth Insights/Assirt Annual Service Lev...

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Financial planning

Responding to the new pension income rules, MLC has released two different pension products that give clients access to their superannuation and pension funds via a singl...

Financial planning

Once deemed too expensive and complex, structured products are shedding their mystique as they become more appealing to investors in times of peaking markets. In many cir...

Financial planning

BT Financial Group has enhanced the ease of use of its BT Wrap platform by allowing data from financial planning software packages Xplan and VisiPlan to be automatically ...

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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....

1 week 6 days ago

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

2 weeks 4 days ago