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Superannuation
The Australian Securities and Investments Commission has confirmed that a number of industry funds have developed offerings that make them look a lot like platforms....
People & Products
Australian Unity has announced organisational and management changes on the back of recent acquisitions and growth, and aimed at driving future growth....
People & Products
Centrepoint and Moneysoft partner to deliver money management and cashflow platform....
Funds management
La Trobe Financial’s 12 Month Term Account has been added to Colonial First State’s FirstWrap Plus Platform investment menu....
Financial planning
The manner in which the Future of Financial Advice changes crimped the revenue streams of the major licensees has been confirmed as helping drive the rise of managed acco...
Funds management
OC Funds Management’s micro-cap fund has been included on FirstWrap and Macquarie Wrap....
Funds management
L1 Capital Long Short Fund has been added on BT Wrap, BT Panorama and Asgard platforms....
Financial planning
The latest Investment Trends research has revealed that most planners are ready to switch platforms in pursuit of better service and features....
Funds management
Singaporean fintech platform Fundnel has announced its expansion into Australia to explore investment opportunities....
People & Products
An online stockbroker, and multi-asset class trading and investment specialist, Saxo Capital Markets have broken new ground via a technology partnership....
Financial planning
Colonial First State’s FirstChoice and FirstWrap offerings have returned to the top of the annual Wealth Insights planner service level ranking....
Financial planning
Planners were increasingly using platforms for writing insurance but they were demanding more choice in the range of insurers, as well as for the ability to change cover ...
Financial planning
Fixed income research platform, BondAdviser, has partnered with independent advisory firm, Baillieu Holst....
Features
Mike Taylor writes that platforms are rapidly evolving to meet both planner needs and Australia’s rapidly changing demographics — something which has given rise to the av...
People & Products
OneVue and Proactive Portfolios have delivered a new managed discretionary account offering with a unique structure....
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...