Is Xplan a ‘necessary evil’ for financial advisers?

iress/XPLAN/Software/financial-planning-software/

| By Jasmine Siljic |

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 its transformation strategy to improve.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Has leadership appointment boosted Magellan’s rating?

Magellan/morningstar/leadership/maple-brown-abbott/Sophia-Rahmani/

| By Laura Dew |

Funds management

Describing the appointment of Sophia Rahmani as Magellan’s new managing director last week as an “encouraging step”, Morningstar has detailed whether it is enough to increase its ranking of the asset manager.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

View articles by Laura

Laura 's social profiles:

GQG CEO on difficulties of asset manager M&A activity

GQG-Partners/M&A/Pacific-Current-Group/

| By Laura Dew |

Funds management

GQG Partners chief executive, Tim Carver, believes it is “very, very hard” to pursue M&A in the asset management space after a failed bid for Pacific Current Group last year.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

View articles by Laura

Laura 's social profiles:

Platforms look to fill role of education provider

platforms/Recep-Peker/BT-Panorama/CFS/amp-north/

| By Laura Dew |

Financial planning

Platforms are pivoting to take on the role formerly held by large licensees in providing adviser education, according to platform specialist Recep Peker, as well as improving their digital offerings.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

View articles by Laura

Laura 's social profiles:

Relative Return: Gauging the economic influence of Swift's Aussie tour

Podcast/Relative-Return/

| By Staff |

Editorial

Swiftonomics are occupying the minds of Australian economists as the artist begins the Australian leg of her tour.

AUTHOR

Over 20 adviser losses reported at single licensee

licensees/Wealth-Data/financial-advisers/Colin-Williams/

| By Jasmine Siljic |

Financial planning

A licensee saw a drop of more than 20 advisers this week, according to Wealth Data, while there were six new entrants.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Count-Diverger merger reaches ‘huge milestone’

Countplus/Diverger-Limited/licensees/M&A/

| By Laura Dew |

Financial planning

The proposed merger between Count and Diverger has received court approval to proceed on 1 March, with Count chief executive Hugh Humphrey welcoming reaching the “huge milestone”.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

View articles by Laura

Laura 's social profiles:

DASH approaches 50% FUA growth in ‘strongest year yet’

financial-advice/platforms/dash/

| By Jasmine Siljic |

Financial planning

DASH has reported investment platform FUA growth of 46.9 per cent for 2023, largely driven by advisers adopting the software.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

ASIC confirms fees for no service still problematic issue

fee-for-no-service/banks/remediation/

| By Laura Dew |

Financial planning

Despite an “eye-watering” $4.7 billion paid in remediation, ASIC believes fees for no service is still an active issue and has made multiple investigations of alleged incidents.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

View articles by Laura

Laura 's social profiles:

HUB24 v Netwealth: Which platform has won first place?

platforms/investment-trends/HUB24/netwealth/praemium/CFS/amp-north/

| By Jasmine Siljic |

People & Products

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 place.

AUTHOR

MARKET INSIGHTS

So we are now underwriting criminal scams?...

UGC to blame for 'eyewatering' CSLR cost increase

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

Stephen Jones to retire

2 months 4 weeks ago

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

Adviser sees registration suspended over ROA usage

5 months ago

Is Xplan a ‘necessary evil’ for financial advisers?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Has leadership appointment boosted Magellan’s rating?

AUTHOR

Laura Dew

Laura 's social profiles:

GQG CEO on difficulties of asset manager M&A activity

AUTHOR

Laura Dew

Laura 's social profiles:

Platforms look to fill role of education provider

AUTHOR

Laura Dew

Laura 's social profiles:

Relative Return: Gauging the economic influence of Swift's Aussie tour

AUTHOR

Over 20 adviser losses reported at single licensee

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Count-Diverger merger reaches ‘huge milestone’

AUTHOR

Laura Dew

Laura 's social profiles:

DASH approaches 50% FUA growth in ‘strongest year yet’

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

ASIC confirms fees for no service still problematic issue

AUTHOR

Laura Dew

Laura 's social profiles:

HUB24 v Netwealth: Which platform has won first place?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Never miss the latest news and developments in wealth management industry

Diversify to defend wealth amidst rising volatility

Navigating the AT1 hybrids transition

Small caps: An election trump card for 2025?

Drones in Defence: Reshaping Modern Warfare and its Economics

MARKET INSIGHTS

Podcast

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

STAY CONNECTED

USEFUL LINKS

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

LINKS

CATEGORIES

STAY CONNECTED