PLATFORMS

Financial planning

Asgard has announced the release of its Infinity eWRAP platform that will allow users to select and pay for only the particular features they want to use....

image
Policy & Regulation

Platform provider netwealth has launched a new online service which the company said would help financial advisers prepare for the upcoming Future of Financial Advice cha...

image
Financial planning

Platform provider netwealth has announced a major overhaul of its investment menu, adding 39 new investment options and removing 21 funds on behalf of advisers and dealer...

image
Financial planning

AXA's aligned dealer groups are migrating from VisiPlan to the IRESS wealth management platform XPLAN, IRESS has announced....

image
Funds management

Clearview has announced the launch of its wealth management platform with full wrap capabilities, which would be administered by Colonial First State (CFS) Custom Solutio...

image
Superannuation

The Government's apparent favouritism of industry superannuation funds is attracting increased criticisms from the financial planning industry including, most notably, th...

image
Financial planning

Industry platform providers have come out swinging against a recent Investment Trends report suggesting they are not delivering on their direct share platform offerings....

image
Financial planning

As managed fund inflows struggle to return to pre-GFC levels, share trading and direct investments became increasingly popular with retail investors over the past couple ...

image
Financial planning

Advisers have to work with their clients to make sure they understand their insurance policies, according to Colonial First State general manager of advice Marianne Perko...

image
Financial planning

Lower costs for consumers and efficient administration were the top two factors advisers would like their platform provider to improve....

image
Financial planning

Financial planners have indicated platform providers are not delivering well enough on their direct share offerings, with planner satisfaction remaining flat in 2011 acco...

image
Policy & Regulation

The introduction of the Future of Financial Advice (FOFA) changes could spur the emergence of a new player in the platforms and wraps sector, by driving advisers who are ...

Funds management

Plan for Life data sees wraps dominating net inflows in challenging conditions....

image
Financial planning

SimpleWRAP has launched a full service administration wrap with a flat fee pricing model, which the company claims is a first in Australia for both superannuation funds a...

Financial planning

Despite noise from the marketplace suggesting competition from rivals looking to poach AXA financial planning practices, there has so far been no significant net change b...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 5 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 6 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

3 weeks ago