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Funds management
AXA retail funds and superannuation marketing national manager Mick O’Brien has become the group’s new chief investment officer (CIO) after AXA decided to combine the rol...
Financial planning
Over the last few years I’ve noticed that industry commentators are focussing on the issue of so called “independence” of advice and then drawing the conclusion that this...
Financial planning
Bucking the aggregation trend, eleven former Pembroke and Godfrey Pembroke financial planners have established their own planning business following their growing disillu...
Financial planning
The financial services industry remains inefficient because its success means it does not have to improve. However Tom Collins argues this will spur on the next wave of c...
Financial planning
MLC plans to bring together its two investment platforms, MasterKey and Flexiplan, in a bid to enhance the product offering of both product in the areas of client service...
Financial planning
There is no doubt a major trend in the industry over the past five years has been for the majority of retail investment to go through administration platforms such as wra...
Financial planning
Inflows into retail financial services products do not accurately reflect the current state of the market since they do not track funds entering master trusts and wraps a...
Financial planning
The previous chief executive of RetireInvest Mark Spiers and the current head of Partnership Planing Mike Walker have both departed ING shortly before Christmas....
Financial planning
Recently launched financial planning business management group Customer Acquisition and Retention Management (CARM) will launch its own funds management and financial pla...
Financial planning
Dealer group Grosvenor Securities has announced an equity offer plan to the group’s 45 proper authority holders, in a move to grow the Grosvenor business....
Financial planning
Professional Investment Services (PIS) will launch its own master trust but denies it will cannibalise funds from other products on the dealer group’s approved list....
Financial planning
For my last article, I normally summarise my previous articles for the year. However this time I want to only do that in part. That’s because this year was the last year ...
Financial planning
Financial services group Fiducian has gone live with its own internally developed administration system in what the group is calling one of the most significant achieveme...
Financial planning
Over the past five years, the acquisition by banks and insurance companies of independent financial planning groups has become common market activity. These acquisitions ...
Financial planning
Growing interest in investing has also called attention to some less than professional practices. Tom Collins argues that in the public’s eye planner renumeration may fal...
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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,...