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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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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...