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Financial planning
Large platforms were not servicing small and mid-tier independent financial advisers with their MDAs, as it may be cheaper to cater to the big firms, a boutique firm said...
Funds management
The overall investment platform sector has grown more than 15 per cent buoyed by strong investment markets and inflows into the wrap and master trust sub-sectors....
Funds management
A team leader within a platform provider’s settlement department has been permanently banned from providing financial services after being convicted of a $1 million fraud...
Funds management
Mercer has moved to wealth management platform Sonata as part of an upgrade to its benefits administration sector. ...
Financial planning
Advisers licensed to independent AFSL, GPS Wealth, will have greater control over clients’ tax outcomes through the company’s new platform....
Funds management
Infocus has launched a completely automated separately managed account investment option for advisers and their clients, it announced on Thursday....
Funds management
IOOF has reported a record underlying net profit of $80.6 million with SFG contributing around a fifth of that figure...
Financial planning
Financial advisers will be given access to annuities through platforms, as demand for annuities increases. ...
Financial planning
The growth of managed accounts will stabilise as the ability to bring new functionality to the sector will shut out new entrants....
Editorial
With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation is the key to retaining adv...
Financial planning
Platform operators have complied with new regulations but more still needs to be done in managing conflicts and disclosing hidden fees....
Financial planning
Australian institutional platform providers should see themselves as boutiques, as global players start heavily eyeing the Australian market, SFG Australia head of platfo...
Financial planning
AIA extends the number of platforms on which its insurance offerings are available....
Financial planning
A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...
Financial planning
Platforms should report adviser fraud to licensees despite not being required under law to do so....
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MARKET INSIGHTS
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...