PORTFOLIO MANAGEMENT

Financial planning

Hartley Poynton is to spin off its e-commerce division and relaunch it as a provider of e-commerce and outsourcing solutions for financial services groups....

Financial planning

Investment management software supplier DST International (DSTi) has picked up Melbourne based unit registry developer MaxTrak Technology for a sum described as “multi-mi...

Financial planning

The investment industry's fascination with wrap accounts is a case of "back to the future"....

Financial planning

Wrap account fees are set to become more expensive following the introduction of the GST....

Financial planning

Wrap account fees are set to become more expensive following the introduction of the GST....

Financial planning

Lend Lease Financial Services has set its sights on the booming back office mar-ket, with the launch of ThreeSixty....

Financial planning

A survey by Macquarie Portfolio Services has revealed that the knowledge of wrap services among advisers has escalated over the past 12 months, and particularly over the ...

Funds management

Australia looks set to introduce the world's first property index - one which can provide a benchmark for portfolio performance and can be used as the basis for the devel...

Financial planning

1.Name: David Treacher. 2. Job Title: Financial planner. 3. Dealer group: AMP Financial Planning. 4. Age: 41. 5. Qualifications: DFP 1-7 completed, DFP 8 to be compl...

Financial planning

Name : <B>Peter Graham Smith...

Financial planning

Wrap accounts have been one of the big conversation starters at recent industry gabfests. Paul Resnik asks if the whole debate is missing the most important person, the c...

Financial planning

A survey by Macquarie Portfolio Services has revealed that the knowl-edge of wrap services among advisers has escalated over the past 12 months, and particularly over the...

Financial planning

Support for a compulsory retirement savings system in New Zealand continues to gain ground according to the latest SaverPulse survey. Head of the Investment Savings and I...

Financial planning

Name: Ralph Wilson...

Financial planning

Name: Ralph Wilson...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 5 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 week 1 day ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 week ago