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Financial planning
Colonial First State has reassumed its position at the top of the Wealth Insights platform rankings. ...
Financial planning
Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....
Funds management
Perpetual has completed the revamp of its portfolio wrap service, which forms part of the company’s Transformation 2015 program as it seeks to reduce costs. ...
Funds management
The retail funds management sector grew by 14.7 per cent to $471.7 billion in 2012, according to Plan for Life....
Financial planning
Lingering legislative uncertainty around FOFA has led investment platforms to reduce spending by $30 million in 2012, according to a new report by Investment Trends....
Editorial
Several years ago, Andrew Jones from Eureka Financial Group moved some clients off-platform. He now shares his experience and the reasons why his practice decided to retu...
Life/Risk
Life insurer AIA Australia has launched its Priority Protection for Platform Investors product on Asgard's Personal Choice Private platform....
Financial planning
Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...
People & Products
Kathy Vincent has joined MLC as head of product, retail platforms....
Funds management
The platform market suffered yet another fall over the last year, with net fund flows reaching their lowest levels in 10 years....
Financial planning
UMA platforms can help financial advisers dramatically improve their value propositions, according to the managing partner of a boutique private wealth management firm....
Financial planning
Platforms were developed to benefit financial advisers rather than their clients, and it is time the industry started questioning their utility, says Pinnacle Practice di...
Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
Financial planning
BetaShares has claimed greater penetration into the advice space for its exchange-traded fund products....
Financial planning
Amid uncertainty from financial advisers towards exchange-traded funds (ETFs), BetaShares has expanded its distribution coverage across 19 dealer groups and nine platform...
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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,...