It’s not always easy for financial advisers to find a dealer who understands their special needs. But it’s not impossible. Chris Taylor reveals how he found his perfect match.
Credit Suisse platform closure could signal shrinking wrap market
The changes to superannuation, which make staying within the system much more attractive, particularly for older investors, may limit the growth prospects for wrap providers.
Citigroup Optimiser III
Citigroup Global Markets Australia, offers investors the benefit of hindsight in investment-making decisions, with the launch of Optimiser III.
Westpoint complaints stack up at FICS
The number of Westpoint-related cases lodged with the Financial Industry Complaints Service (FICS) has hit 175 and is expected to reach 200 within a couple of weeks.
CFD provider rapped on knuckles
The Financial Industry Complaints Service (FICS) has ruled against a contracts for difference provider and awarded restitution costs to the complainant.
First Samuel finds simple solution for IMA needs
In a deal that will take the amount of funds administered by Financial Simplicity technology to about half a billion dollars, Melbourne-based firm First Samuel has licensed its software for a new individually managed account (IMA) product.
Denis Carroll scales back Ixis for India
Ixis Asset Management Australia (Ixis AMA) has lost Denis Carroll as an executive director, with the former AvSuper fund secretary reverting to a part-time role as non-executive director.
FuturePlus reviewing private equity portfolio
Futureplus, the firm providing financial services to $13 billion in super funds and master trusts, is conducting a major review of its private equity portfolio.
Platinum rebrands to avoid confusion
Financial planning dealer group Platinum Group has rebranded after just a year in business.
Regulator warns trustees to improve disclosure
The Australian Securities and Investments Commission (ASIC) is updating superannuation funds’ trustees to make sure they are meeting their disclosure oligations.
Progress report: why Taylor made the switch
It’s not always easy for financial advisers to find a dealer who understands their special needs. But it’s not impossible. Chris Taylor reveals how he found his perfect match.
Credit Suisse platform closure could signal shrinking wrap market
The changes to superannuation, which make staying within the system much more attractive, particularly for older investors, may limit the growth prospects for wrap providers.
