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Financial planning
The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...
Financial planning
Melbourne-based SMF Funds Management has acquired small dealer group firm LynchPin Financial Services as part of its flagged strategy to boost distribution through either...
Financial planning
Credit Suisse Asset Management (CSAM) will wade into the master trust market in the new year after revealing plans today to launch a range of products in the area....
Financial planning
AMP has confirmed that it is willing to review its investment platform strategy as part of a bid to rejuvenate its wealth management business under new chief executive An...
Financial planning
AMP has launched the last of four customised Asgard eWrap accounts - WealthView eWrap - for its dealer group AMP Financial Planning....
Financial planning
There’s a new man at the helm of Invesco and he has some very definite plans for the group. John Wilkinson reports....
Financial planning
BT will implement a range of changes to its wrap service after it passed $10 billion in funds under administration....
Financial planning
ABN Amro is set to take a 50 per cent stake in alternative investment firm Absolute Capital following the pair striking a heads of agreement, which includes plans for the...
Financial planning
AXA will lose about 50 jobs in the process of streamlining its marketing and distribution into three groupings – wealth management, financial protection and distribution ...
Financial planning
Careful and considered planning has cleared the road ahead for Royal Automobile Club of Victoria Financial Services, says John Wilkinson....
Financial planning
One of our panellists mused that a degree of Stephen van Eyk’s influence stems from the amount of media exposure he receives – “he’s mentioned every week in every industr...
Financial planning
Despite market uncertainty rattling more than a few in the financial services food chain, the Aon group is not content to join the pack of sharemarket watchers, writes Ka...
Financial planning
John Wilkinson discovers there is a whole lot of rebating going on between platforms and dealer groups – but many platforms are shy about revealing the exact nature of th...
Financial planning
Cerulli’s predictions on the future of Australian platforms have so far proven unfounded, reports Mike Taylor....
Financial planning
Inflows into master trusts and wraps have grown at a rapid rate but what happens to the funds once they are in the door. Jason Spits looks at where they go, who makes the...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...