PLATFORMS

Expert Analysis

Anastasia Santoreneos investigates whether the experts think platform prices will ever hit zero, and what the industry needs in platform pricing. ...

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People & Products

With fee disclosure a key issue facing advisers, two financial advisers have formed a new company, PortfoliosDirect, which will allow advisers to offer a transparent, non...

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People & Products

Advice Intelligence has launched its new software platform for financial advisers across Australia, making paraplanners redundant. ...

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People & Products

OneVue is building a private labelled version of its investment platform of Allan Gray, extending its relationship with the fund manager beyond that of managed fund admin...

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People & Products

MetLife Australia has launched a digital life insurance claims platform, making it easier for members to lodge and track claims....

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Funds management

Platform prices will never hit zero, but more transparency is needed, a panel of experts has told Money Management and Super Review’s Future of Wealth Management conferen...

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Financial planning

The investment and superannuation platform provider has delivered a full-year underlying net profit of $5.4 million and declared an inaugural dividend of 3.5 cents a shar...

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People & Products

Challenger and HUB24 have announced that the former’s annuities should be available to advisers and clients on the platform by the 2019 financial year....

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Features

While the Royal Commission is expected to generate significant change in the financial planning industry, Mike Taylor writes that the major platform providers believe tec...

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Funds management

Janus Henderson has announced that its Global Equity Income Fund has been added to BT Wrap and BT Panorama....

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Funds management

The Platypus Asset Management’s Systematic Growth Fund has been added to Netwealth’s super and wealth accelerator plus platforms....

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Features

Money Management conducted a roundtable in which key participants discussed the evolving impact the rise of managed accounts has had on planning and platforms....

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People & Products

Funds under administration on the BT Panorama platform were up 113.4 per cent in the period from March to December 2017....

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Funds management

Centuria Diversified Property Fund has been added to the investment menus for HUB24, Netwealth, FUND.eXchange, Powerwrap, Colonial First State FirstWrap and Macquarie Wra...

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Funds management

Sydney-based boutique fund manager, Dalton Street Capital has announced it has been approved by the Macquarie Wrap platform....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 days 10 hours ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

3 weeks 1 day ago