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Financial planning
Job advertisements ask for all the same criteria – loads of planning experience, DFP or CFP qualifications and good communication skills. But what skills and talents are ...
Financial planning
SINCE its merger with St George Bank in 1997, and in particular over the past year, Advance Asset Management has battled to receive market attention of its own....
Financial planning
The growing reliance of financial planners on financial planning software, back office technology and technology driven investment platforms could leave advisers facing d...
Financial planning
Many master trust and wrap platforms will not meet their reporting deadlines to financial planners and their clients for the financial year just passed....
Financial planning
Four years and 50 columns ago, TOM COLLINS first graced the pages of Money Management. Retracing his steps has led him to conclude that not too much has changed....
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...
Editorial
It is said that a year is a long time in politics but in the world of technology and software it is close to eternity....
Editorial
Will master trusts and planning software ever merge. John Wilkinson finds opinion is still divided....
Financial planning
Macquarie Wrap Solutions has claimed the top place in funds inflows for discretionary master trusts and wraps after recording inflows of $1.2 billion during the March qua...
Financial planning
AM Group, parent company of AM Corporation, has entered the United Kingdom advisory business through a joint venture between AM Financial and independent UK dealer group,...
Financial planning
Colonial First State has questioned the need for a straight through processing service to hit the market, claiming such an offering at this stage would be a case of too l...
Financial planning
Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...
Financial planning
Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...
Financial planning
With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...
Financial planning
Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....
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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...