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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
Copia Investment Partners has announced that the Veritum Equity Income Fund has been added to five major investment platforms....
Funds management
The Aoris International fund has been added to BT’s Wrap and Panorama platforms....
Financial planning
Financial advisers need to start asking which parts of the value chain benefit from hidden or indirect fees to help avoid conflicts of interest and grow their business, a...
Funds management
DNR Capital has announced that its Australian Emerging Companies Fund has been added to six new platforms....
Funds management
AllianceBernstein has announced that its AB Concentrated Global Growth Managed Portfolio is now available on Netwealth platform....
Funds management
Two of Legg Mason’s fixed income funds have been added to Colonial First State FirstWrap Platform....
Funds management
The Alphinity Global Equity Fund has been added to BT’s Panorama platform and is now available on the four platforms....
Financial planning
MLC Wealth has confirmed changes to its advice business as part of the firm’s separation from NAB Group. ...
Funds management
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...
Funds management
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...
Financial planning
Netwealth has again emerged as the preferred platform for financial planners, but the latest Investment Trends research has also pointed to a consolidating platform marke...
Funds management
L1 Capital has announced that its UK Property Fund III has been added to Macquarie Wrap platforms, Macquarie Investment Manager and Macquarie Investment Consolidator....
People & Products
IMAP has announced an agreed industry standard for the transmission of model portfolio data known as the Model Portfolio Data Standard....
Funds management
BetaShares has announced that its exchange traded fund model portfolios are now accessible to financial advisers via separately managed accounts....
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Podcast
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...