PLATFORMS

Financial planning

Technology has been praised as a time saver and derided as a leech on resources. To debate where technology has failed or succeeded in financial services, Money Managemen...

Financial planning

The weak activity within general technology markets is not being reflected in the provision of financial planning software, with a number of new firms entering the fray. ...

Financial planning

The Money Management Technology Report is based on a survey undertaken by The Tom Collins Consultancy and includes providers of technology in the areas of financial plann...

Funds management

Select Asset Management has launched a single-manager global multi-strategy hedge fund through its joint venture with European hedge fund manager Aspect Capital, establis...

Financial planning

Master trust provider Netwealth has added a life insurance product to the range it has available through its Superannuation Master Fund, joining what seems to be a growin...

Financial planning

The new head of retail at JB Were Investment Management (Were), Gordon Thoms, has rejected any moves to become a platform provider and says the group would look for new o...

Financial planning

UBS Global Asset Management has closed its Australian equities book to new institutional mandates, opting to use its remaining funds under management capacity to source m...

Financial planning

The financial services industry’s preoccupation with large-scale business operations is creating significant performance issues for bigger players in the industry, argues...

Financial planning

A recent tour of Europe got Tom Collins thinking about local perceptions to financial services, particularly in relation to distribution....

Life/Risk

The long term profit outlook for the life insurance market will remain poor for the immediate future as it remains linked to the low performance of equity markets and sad...

Financial planning

Boutique financial planning outfit, the Berkley Group, has launched Wraport Portfolio Services, a new administration tool exclusively for use of high-net-worth investors....

Financial planning

Tower Australia has been through the mill lately but claims it has refocused its vision and returned to its roots....

Financial planning

Macquarie Portfolio Services is set to offer more investment options on its Wrap Solutions platform after passing $7 billion in funds under administration (FUA)....

Financial planning

MLC and electronic platform provider InvestmentLink have signed a deal that will enable the MLC group to widen its platform’s reporting capabilities to include products f...

Financial planning

The fastest growing dealers are at the big end of town, but so are those with falling numbers. As Ben Abbott discovered, scale does not guarantee success....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

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The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

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Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

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