PLATFORMS

Funds management

What does a company better known for operating suburban Chemist shops know about funds management? Everything, if the predictions of researchers is anything to go by....

Funds management

In the dark days of 2001-2002, when investment markets were in the doldrums, a dismal performance by the big institutional funds left a lot of planners and investors look...

Financial planning

Platform providers have again been left to play second fiddle to Colonial’s FirstChoice...

Financial planning

Strong first quarter results have Count Financial on track to achieving growth targets, with the company reporting an 11 per cent increase in funds under administration i...

Financial planning

IOOF has revamped the structure of its financial planning group Winchcombe Carson in an effort to be more competitive in the advisory market....

Life/Risk

ING has repackaged its entire life insurance range into a single product, introduced two new types of cover and will allow client to access family discounts, as part of a...

Financial planning

Functionality and service have overtaken fees as advisers’ key concerns when using wraps and master trusts according to a study conducted by research house Brandmanagemen...

Financial planning

Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....

Financial planning

Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...

Funds management

Growing demand from Australian investors for global property exposure has prompted ING Investment Management to launch a locally domiciled global listed property fund....

Funds management

Australia’s pool of funds management assets will almost triple in 10 years, enticing more global players to move in and compete with domestic groups, the country’s intern...

Superannuation

The commencement of the Federal Government’s Transitions to Retirement initiative has been extensively welcomed and widely discussed, but most platform managers are in no...

Financial planning

Paragem Partners has made its second acquisition in as many months, snapping up Zurich’s DBOS licensee support service business, after it bought Tribeca’s compliance arm ...

Financial planning

Australian Wholesale Funds Marketing is planning to apply for a retail licence to enable it to offer two overseas funds to advisers and platforms....

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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 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 5 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 3 days ago