Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights ...
A licensee saw a drop of more than 20 advisers this week, according to Wealth Data, while there were six new entrants. ...
In its latest annual platform report, Investment Trends reveals which investment platform has taken the top spot for functionality, as HUB24 and Netwealth vie for first p...
DASH has reported investment platform FUA growth of 46.9 per cent for 2023, largely driven by advisers adopting the software....
Improving Australians’ financial literacy through advice is the best way to achieve greater demand for longevity risk products, according to the FAAA, rather than governm...
In a reversal of muted flows last year, January saw the highest inflows go to international equity ETFs, while the broader ETF market surpassed $180 billion in FUM....
As concerns regarding cyber crime grow, a consultant has shared her doubts regarding whether self-licensed financial advice practices are prepared to mitigate the risks o...
The boutique asset manager has appointed a former acting chief executive of Challenger Funds Management to its board as a non-executive director....
A new US ad campaign is criticising Vanguard, which has previously received two greenwashing notices from ASIC, for its alleged role in “fueling the climate crisis” thro...
Wealth Data’s Colin Williams expects financial advice licensees recommencing to be a common trend throughout this year, as nine licensees have restarted over the past fou...
Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
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,...