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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....
People & Products
IOOF adds enhancements to Pursuit platform to include online transaction, share trading, and corporate actions capabilities....
Funds management
Financial software provider Rubik Financial has extended its partnership with Temenos in a bid to overhaul its existing channel technologies with a renewed focus on user ...
Funds management
Publicly-listed investment and superannuation platform provider, HUB24, signs white label arrangement with Fortnum Financial....
Funds management
Partners Group has had its open-ended Global Value Fund (GVF) added to the netwealth platform....
Superannuation
First State Super’s chief investment officer, Richard Brandweiner, has announced the firm will build a venture capital platform to seed early-stage and emerging fintech s...
Tools & guides
Platform development must stay focused on its purpose, which is to support the very real value that full financial planning delivers for clients, writes Alan Dunne. ...
Funds management
Funds administration software provider GBST has signed Haitong International Securities Group onto their Syn~ platform as part of Haitong’s international business expansi...
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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...