POWERED BY MOMENTUM MEDIA
PLATFORMS
Financial planning
Dealer group Garrisons has added Colonial FirstChoice and Perpetual WealthFocus to its platform offering after conducting a review fuelled by adviser concern the Challeng...
Financial planning
Asgard will venture into the low-cost platform arena in April with the launch of its own mini-master trust - Elements - and further congest the rapidly burgeoning market ...
Funds management
As the financial services industry heads into a new year a backward glance at 2003 shows that while it may have been the Year of the Horse, it was also the Year of the Bo...
Financial planning
From almost a standing start, Capstone Financial Planning has grown rapidly to earn a place on our list of Fastest Growing Independent Dealers....
Financial planning
Boutique fund manager MFS Group is to target both boutique and large planner dealerships following the roll-out of a wholesale version of the MFS Premium Income Fund toda...
People & Products
Credit Suisse Asset Management, in the build-up to its master trust launch next month, has appointed a former BT Financial Group staffer to the role of platform developme...
Financial planning
The Sealcorp-owned advisory group Securitor will extend its services into estate planning and enhance the research it offers to advisers in the area of alternative invest...
Financial planning
InvestmentLink will now integrate the first full service wrap into its e-Portfolio service, with Netwealth’s wrap to be offered through the hub....
Financial planning
Budding software group Online Business Technologies (OBT) has signed its first major financial services client after aligning with Zurich Financial Services Australia to ...
Financial planning
Praemium Portfolio Services and CARM GPS have agreed to integrate their respective business platforms, to streamline and industrialise sales and business processes for fi...
Financial planning
The ING investment platform, Optimix Investment Management, has added four new managers to the panel for its Australian equities, fixed interest and cash offerings....
Financial planning
Colonial First State has signed an exclusive agreement with PM Capital to launch the first PM long-only equity fund available to the retail market....
Financial planning
An industry working party into soft dollar payments has called for the removal of a number of common forms of inducements in its recommendations announced today....
Financial planning
Sealcorp will not pitch its low cost platform, Elements, into the market on the basis of price, stating such a move would reduce it to the level of a commodity, according...
Financial planning
ING Australia will reverse the trend to move into retail with the launch of a wholesale version of its retail Tax Effective Income Trust tomorrow following the fund’s str...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...