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Funds management
Netwealth has entered into a partnership with global fintech firm, TipRanks, to help clients identify US opportunities....
Financial planning
Centrepoint and CFS’ Investment Exchange platform has reached $1 billion in FUA thanks to its open architecture approach....
People & Products
CFS FirstChoice Employer Super has reached the $10 billion funds under management milestone 14 years after its launch....
People & Products
The T. Rowe Price Global Equity offering has been added to the Colonial First State FirstChoice platform....
Financial planning
The in-house IT team at Fiducian Group has made new enhancements to its online portal for clients....
Funds management
BlackRock’s concentrated industrial share fund with its 20 to 40 ASX stocks has been added to the BT Wrap and Asgard eWrap platforms. ...
Funds management
Sentry and OneVue have entered into an alliance which they say will add seven FPI SMA model portfolios to Sentry advisers' tool kits. ...
Financial planning
Macquarie’s SMAs on its Macquarie Wrap have hit $300 million in FUA, while the firm also announced the addition of BlackRock and Elston SMA models to its Wrap platform....
Funds management
Challenger Limited has reaped the benefits of selling annuities via both super funds and platforms....
Financial planning
netwealth has provided Fortnum advisers access to its range of separately managed accounts through a private label managed account service. ...
Life/Risk
Midwinter enhances its insurance modelling capability within its cloud platform, AdviceOS, in a bid to accelerate the efficiency of life insurance advice generation....
People & Products
Mercer has leveraged the CFS wrap technology to offer the LifetimePlus retirement option to meet growing demands from dealer groups....
Financial planning
PIMCO has launched a digital platform for financial advisers, institutions and investors as part of its focus on the retail segment....
Financial planning
ISA claims ASIC’s fee disclosure requirement update leaves consumers in the dark on fees charged by ‘for-profit’ superannuation funds run by banks. ...
Funds management
Strong inflows and growing support from non-aligned advisers has seen platform provider, netwealth, exceed $8 billion in FUM....
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
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So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...