PLATFORMS

Financial planning

Financial planning software providers VisiPlan and Coin have jointly released a set of standards for use in the development of interfaces between platforms and front-end ...

Financial planning

AMP Capital Investors has made its first serious foray into the retail market with the launch of four open ended funds through its Private Clients channel....

Financial planning

Fund manager RCM has revealed the unique research process it believes gives it a distinct competitive advantage in researching and identifying the best investment opportu...

Financial planning

Commonwealth Bank/Colonial First State (CBA/CFS) has topped a list of “Super Star” performers in the platform space for 2005 based on research that considered a combinati...

Financial planning

BT Financial Group has been shown to be the most impressive performing business unit of Westpac for the half year ended March 31, 2006, contributing strongly to the banki...

Financial planning

According to one researcher, every Australian financial planner uses about 2.5 platforms in their practice. Platforms were originally set up to provide the back-office su...

Financial planning

There are many different ways of viewing the Australian funds industry. In broad terms, there’s the total funds market and within that, there is the retail, wholesale and...

Financial planning

Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...

Financial planning

No platform provider is now without the ‘baby’ or ‘lite’ version of the full service wrap. In most cases, these ‘lite’ platforms have attracted substantial inflows withou...

Financial planning

Mergers and acquisitions played less of a driving role in the sector’s growth this past year than at any time since the product started to take off in 19887, but this mar...

Financial planning

Securitor is close to introducing several initiatives as part of its ongoing Tropicana project and overhauling its pricing methods including introducing a system to rewar...

Financial planning

After ending an exclusive distribution arrangement with BT Funds Management, one of the world’s largest investment managers, Putnam Investments, is set to make its presen...

Financial planning

ING has expanded its product team to fast track the development of planned new products based principally around its OneAnswer master trust offering....

Superannuation

The latest AMP Capital/Investment Trends SMSF Investor Report has revealed compliance is now clearly the number one challenge being faced by people running their own supe...

Rate the raters

Fund managers have again been given the opportunity to give their frank but anonymous assessment on the research houses which so frequently determine how the financial se...

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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 3 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 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 4 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 5 days ago