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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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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...