The need for ‘joined up’ digitisation is one of the biggest technology challenges in financial advice, according to a panel....
Accelerated institutional dislocation will facilitate growth in the mid-tier segment, according to HUB24....
Zurich is now offering a Global Growth Opportunities separately managed account on the HUB24 platform, offering an ‘even more concentrated’ version of its Concentrated Gl...
The Alphinity Global Equity Fund has been added to BT’s Panorama platform and is now available on the four platforms....
Multi-currency functionality has been added to the HUB24 platform, which will give investment managers the capability to include up to ten foreign currencies when impleme...
Elston Asset Management has announced a strategic partnership with Sydney-based boutique wealth management firm Bridge Private Wealth to launch a private label managed ac...
Events over the past two months have revealed the number of commercial bets which have been placed predicated on the expected shape of the Australian financial planning i...
The adoption of managed portfolios can enable advice practice redesign, with a case study of a small firm showing that it can both benefit clients and provide a springboa...
Platform provider HUB24 has dismissed a newspaper report that a combination of recent interest rate cuts and the fees it charges have left some financial planning clients...
L1 Capital has announced that its UK Property Fund III has been added to Macquarie Wrap platforms, Macquarie Investment Manager and Macquarie Investment Consolidator....
BetaShares has announced that its exchange traded fund model portfolios are now accessible to financial advisers via separately managed accounts....
The ActiveX Ardea Real Outcome Bond Fund, an actively managed fixed-income exchange-traded fund from Ardea Investment Management, has been added to HUB24....
Challenger has announced its full range of fixed term and lifetime annuities are available via HUB24’s investment and superannuation platform....
Sargon has launched an offering that aims to give investors the benefits of self-managed super funds while relieving them of the responsibilities of acting as a trustee....
HUB24 has launched a managed portfolios education centre for financial advisers, which also provides them with client-facing tools to support advisers in educating their ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...