PLATFORMS

Funds management

Indecision by financial planners over how to allocate property to client portfolios under current market conditions was a key motivator for the launch of AMP Capital Inve...

Editorial

Booming investment markets and a decision to not pay almost $1 million for professional indemnity cover have helped Barry Lambert’s Count Financial to record a $12.3 mill...

Editorial

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Financial planning

Just weeks after it lost two of its key executives to rival Financial Wisdom, IOOF-owned dealer group Winchombe Carson has sought to bolster its executive team....

Financial planning

The introduction of the Financial Services Reform Act has had a major impact on practice profitability – especially for smaller businesses that do not have the scale to e...

Financial planning

While platform operators talk about scale driving cost efficiencies, critics argue that there has been very little difference in the cost structure for end investors over...

Financial planning

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Financial planning

Listed financial planning dealer group Count Financial is on track to exceed its operating profit growth target of 30 per cent for the third consecutive year....

Editorial

Australia’s five largest banks increased their wealth management income by 19.2 per cent and their funds under management by 11.3 per cent in the first half of 2004-05, a...

Financial planning

The Tasmanian State Government has become an unlikely bidder for financial planners’ direct equity business, through its backing of a new service called investmentadviser...

Financial planning

Solid growth in inflows through platforms and wholesale funds along with strong contributions from Asia have offset weaker results in advice from New Zealand to deliver A...

Financial planning

Industry superannuation funds cannot boast a consistent fee advantage over all retail master trusts and, where multi-manager platforms are concerned, may be more expensiv...

Financial planning

Nothing much has changed on Money Management’s list of Top 50 Distributors during the space of the last 12 months....

Financial planning

Count Financial has reported a 36 per cent increase in funds under advice for 2004-05, despite a small reduction in its number of franchisees....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 days 5 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 week ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

3 weeks ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

6 days 9 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

5 days 12 hours ago