PLATFORMS

Financial planning

BT Financial Group has announced record figures in terms of funds under administration (FUA) for both its super and wrap platforms....

Financial planning

DKN Financial Group has relaunched its superannuation offering, AustChoice Super, and in the process slashed its management fees by up to 50 per cent....

Financial planning

Skandia has enhanced its platform offering through the inclusion of absolute return strategies to the fund-of-funds arm of both its Skandia One (bundled) and Skandia Glob...

Financial planning

Coin Financial Software’s foray into the financial planning software market is gathering pace with a number of dealer groups signing up to its flagship offering Strategy ...

Financial planning

JOHN WILKINSON looks into the future of platforms – and it’s getting smaller all the time...

Financial planning

This year will see the FSRA come into force in financial planning practices everywhere, but what else is on the agenda? JULIE BENNETT reports....

Editorial

LUCIE BEAMAN spoke to Richard Gilbert and Brian Thomas about what will be the major influences on the funds management world this year....

Funds management

Pengana Capital is planning to launch a new long-short absolute return hedge fund that will invest in global real estate later this financial year....

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...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

6 days 20 hours 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