platforms

Financial planning

Advisers want platforms to lower costs: CoreData

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

Financial planning

New gaps identified in platform share offerings

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

Policy & Regulation

FOFA giving rise to low-cost platform

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

Wraps perform in mixed markets

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

Financial planning

SimpleWRAP launches flat fee wrap

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

No net change in number of AXA firms

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...

Financial planning

Asgard adds changes to eWRAP features

Asgard has released a number of new features for its eWRAP platform, which the company claims will help advisers deliver more customised advice in less time....

Financial planning

Paritech signs InCapital to TotalView platform

Paritech has announced that it has signed Independent Capital Advisers to its TotalView wealth management platform....

People & Products

FNZ appoints new regional COO

Electronic platform provider FNZ has expanded its operations in the region with the appointment of Martin Jennings in the newly created position of chief operating office...

Financial planning

Praemium introduces mobile facility

Platform provider Praemium has launched a mobile delivery capability for its V-Wrap online portfolio administration platform....

Policy & Regulation

Instos could bypass FOFA

Smaller platform providers claim large institutions that have financial products, administration services and distribution networks under one umbrella will find ways to p...

Policy & Regulation

Platforms should stay ahead of FOFA

Platforms should not wait to see what changes are introduced under the Government's Future of Financial Advice reforms, but rather should try and stay ahead of market nee...

Financial planning

Fixed and asset-based fees can co-exist

Fixed and asset-based fees can co-exist as adviser remuneration methods as long as each method is used for the appropriate product, according to OneVue chief executive of...

Financial planning

Praemium signs TAL as underlying insurer for new offering

Platform provider Praemium has launched a new insurance offering through its SMARTwrap and V-Wrap platforms, signing TAL as the underlying insurer....

Policy & Regulation

HUB24 responds to FOFA with service restructure

Platform provider HUB24 has restructured its investment service in response to the Government's proposed Future of Financial Advice (FOFA) reforms, becoming another playe...