The financial planning arm of the HSBC bank has signed the Aviva-owned Navigator master trust as one of only three preferred platforms for its advisers....

A new set of guidelines on conflicts of interest which will impose tougher requirements on advisers than those introduced by the Australian Securities and Investment Comm...

Investments in life insurance grew by 11 per cent over the year to September 2004 according to the latest statistics from Melbourne based research group Plan For Life....

Most fund managers would view the loss of near on $2 billion in investment mandates as a serious blow to their portfolio management capability egos, not to mention the li...

Financial planning dealer firm Mawson Group chief executive Les mace has been appointed to head up subsidiary life adviser dealer group Aurora Financial Planning, which k...

Advance Asset Management has turned to boutiques to provide the investment expertise in its new small companies fund after its existing fund in the sector was partly clos...

Citigroup / Citicorp and National / MLC Group have emerged as the big winners in retail net funds flow for the September 2004 quarter, according to the Assirt Research Ma...

Deakin Financial Services Group has amassed a war chest of $6 million, which it plans to use on acquisitions to grow its business in an attempt to compete with much bigge...

Macquarie has joined a limited number of platform providers that are rebating fund manager volume discounts back to clients....

Independent dealer group Count Financial has announced it will scrap an incentive program that rewards its planners for placing funds into preferred platforms, even thoug...

AXA is preparing to boost the property related products it has on offer for advisers with both a domestic and international property fund in the pipeline at the group....

Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....

Liam Egan talks to the financial planner wrapping it up for UK advisers....

Recent ‘Point of View’ comments on the future of ‘networks’ by Ray Miles and Paul Brown (MM September 9, August 26) raise some interesting challenges and concerns for ins...