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Financial planning
HUB24 has announced a new partnership with stockbroking and wealth management firm, Patersons Securities....
Financial planning
Ignition Advice has been nominated by the Banking Technology Awards as a finalist in the category Best Use of IT in Private Banking/Wealth Management....
Funds management
Challenger platforms are expected to continue to benefit from industry concerns around wealth management....
Superannuation
The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the primary market. ...
People & Products
Netwealth and MLC Wealth subsidiary, Godfrey Pembroke Limited, have announced a new partnership....
Financial planning
Independent Financial Advisers are emerging as winners from the Royal Commission as clients shift away from bank-aligned advisers....
People & Products
The research house has included superannuation research in its iRate platform, making an understanding of super “no longer optional” for advisers....
People & Products
Digital wealth platform, InvestSMART has launched a new pricing model via its PMA platform....
Funds management
The Strategic Global Fund is now open for investment via the Australian Securities Exchange mFund platform....
Funds management
Major fund manager, Platinum Asset Management has called on the Royal Commission to further scrutinise platform shelf-space fees and problematic relationships between pla...
People & Products
John Keating has been appointed head of wealth distribution, southern region, with Shaune Egan appointed head of platform development....
Funds management
IOOF Holdings said net inflows in funds under management, administration and advice (FUMA) reached $270 million for the first quarter of 2019....
People & Products
Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst after the manager’s Global Real Estate Fund became available on the BT Pa...
Financial planning
BT has commissioned and promoted research validating its platform pricing....
People & Products
OpenMarkets has announced an agreement with HUB24 group member, Agility, to support growth and expand client services....
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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...