platforms & wraps

Financial planning

Netwealth lifts FUA by $1.95 billion in Q4

The platform provider’s funds under administration has reached $17.96 billion in total following a $1.95 billion boost in the fourth quarter....

People & Products

Nanuk New World Fund added to Macquarie Wrap

The Nanuk New World Fund has been approved for the Macquarie Investment Manager/Consolidator and Macquarie Super Manager/Consolidator menus....

Financial planning

BT Financial Group posts $404m half-year profit

BT has booked a 7 per cent rise in half-year cash profit following strong funds under administration growth on the Panorama platform....

Financial planning

SOA generation could get down to 30 minutes

By automating a lot of processes that go into generating SOAs, planners can focus on achieving their client’s personal goals through advice, AdviserLogic believes....

Financial planning

ASIC puts platforms on fee transparency notice

The Australian Securities and Investments Commission has placed the platform industry on notice around the new standards of fee transparency it will be enforcing....

Features

Riding the cycle – the changing face of platforms

Mike Taylor writes that astute riding of the regulatory cycle combined with an acute understanding of adviser needs has helped reshape the Australian platform market....

Features

Evolving wrap platforms continue to play a key role

While wrap platforms need to adapt and innovate the fundamentals need to stay the same to continue playing a leading investment role, Cameron Garrett writes....