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Financial planning
The Government and the regulator are showing signs that they now understand they have gone too far in driving up the cost of financial advice, according to panellists at ...
Superannuation
Seven super funds have been classifying new members as ‘smokers’ by default and over 5,000 members will receive $3.6 million in compensation....
Funds management
US-based fund manager, GQG Partners, has announced it has been awarded a $20 million allocation from boutique investment advisory firm PlayfairTan to its global equity st...
Financial planning
Advice practices willing to invest in technology could be adding up to 20% to their bottom lines, according to a new report from Netwealth....
Financial planning
Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....
Financial planning
Financial advisers are likely to find themselves with fewer choices of investment platforms as the sector appears to be on the brink of a further round of consolidation....
Financial planning
Netwealth has partnered with Ironbark to launch a new managed account solution to advice groups....
People & Products
In a partnership with financial literacy platform Banqer, the free learning program will teach financial literacy skills to kids learning remotely. ...
Funds management
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
Funds management
Platform provider Netwealth is asserting robust financial health in the face of COVID-19 and impacts on inflows....
Financial planning
The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....
Financial planning
ASX-listed Netwealth has reported a growth in funds under advice to $28.5 billion at the end of December, 2019....
Funds management
The Aoris International fund has been added to BT’s Wrap and Panorama platforms....
Tech
Publicly-listed platform provider Netwealth has continued to assert its leadership – this time in terms of digital wealth applications....
Funds management
Former Netwealth head of distribution, Nick Mitchell, will be co-head of distribution with Tim Yule....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...