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Financial planning
Financial planning software provider Investment Data Technologies (IDT) is to outsource the training for its software platform to independent training organisation Integr...
Financial planning
MLC has dedicated 150 of its staff to formulate the design of a project to utilise the $200 million committed to the group’s wealth management operations by National Aust...
Financial planning
HISTORY does not repeat itself. Business cycles, market trends and business opportunities, if missed 10 years ago, do not represent themselves for a second bite of the ch...
Financial planning
Specialist investment research group 5Di will expand its operations and move into supplying its own manage the manager (MTM) style investment funds....
Financial planning
Standard & Poor’s (S&P) is preparing to launch a ratings system for managed funds in a move that will bolster its already considerable push into the Australian funds mana...
Financial planning
The key to future financial planning groups will be selling the relationship, not what platforms the dealer group is using, says Strategic Consulting and Training managin...
Financial planning
InvestmentLink has expanded its services with the roll out of its transaction processing service for retail managed funds, only one day after the Australian Stock Exchang...
Financial planning
The former managing director of Morningstar, Graham Rich, has signed joint venture agreements with Plan-for-Life and Resnik Communications, as part of the role out of his...
Financial planning
Standard & Poor’s (S&P) has begun a ratings system for master trusts and wrap accounts after today releasing the details of its latest research product, the Master Trust ...
Financial planning
Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...
Financial planning
Administration platforms such as master trusts and wraps do not provide benefits to clients and, in some cases, hide the inefficiencies of the financial planning industry...
Financial planning
The Assirt Research house is preparing to make radical changes to the way it measures managed fund inflows in an effort to more closely track the burgeoning flow of funds...
Financial planning
A Measuring success in this industry depends on your starting point. But, as TOM COLLINS writes, how often does the industry define success in terms of the benefits it ha...
Financial planning
By now most of the financial services industry has heard that Westpac, in one of the industry’s lesser kept secrets, will buy Rothschild Australia Asset Management from i...
Financial planning
St George Bank has cut the goodwill in its financial planning platform and research resources group, WealthPoint, by more than half, drop the figure from $135 million to ...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...