PLATFORMS
Financial planning
BT has enhanced the stable of products and services within its Investment Wrap and SuperWrap products, claiming to have tailored them more closely to the needs of adviser...
Financial planning
Steve Newnham has been bumped up from the position of head of distribution investment and life business to group head of sales at Zurich....
Funds management
Sagitta Wealth Management has introduced changes to the Sagitta Rothschild Global Return Fund in an attempt to improve its liquidity and accessibility....
Financial planning
Midstreet Technology, which bought the Wealthpoint platform from Sealcorp this week, will be revamping and relaunching the web-based technology platform....
Financial planning
IWL has struck a deal to boost its stake in online broking group Sanford, moving up from around 5 per cent to nearly 10 per cent with options to further increase the stak...
Funds management
Macquarie Investment Management has launched a private equity fund-of-funds targeting the retail investor who wishes to invest in the wholesale private equity market....
Financial planning
Royal and SunAlliance Financial Services (RSAFS) is looking to increase its stake in the ever critical investment platform market with the launch of a new flagship wrap a...
Financial planning
The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...
Financial planning
AM Corporation has brought in a consulting firm to help it decide on its next strategic direction which could include putting itself on the market for a suitable buyer....
Financial planning
Fifteen years is a long time to be doing the same thing but in August this year Money Management entered into its 15th year of providing consistent and regular coverage o...
Financial planning
My first assignment as a journo on Money Management in 1997 was to cover the launch of BT’s wrap platform. At the time, the industry hadn’t heard of wrap. Which was just ...
Financial planning
SOME of Australia’s leading master trust and wrap researchers have given their qualified endorsement to Westpac’s acquisition of the BT Wrap as part of its buyout of the ...
Funds management
Absolute Capital will list three retail hedge funds it launched in July on the Australian Stock Exchange (ASX), to be available to master trusts, wraps and retail investo...
Financial planning
Deakin Financial Services Group today announced a profit for the financial year ended 30 June 2002 of $31, 078....
Financial planning
IN A MOVE that reflects recent restructuring at Tower Limited, Tower Australia has announced it will use Powerlan and IBM technology to build an administrative system tha...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...