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Financial planning
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 has announced that it has signed Independent Capital Advisers to its TotalView wealth management platform....
People & Products
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
Platform provider Praemium has launched a mobile delivery capability for its V-Wrap online portfolio administration platform....
Policy & Regulation
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 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 as adviser remuneration methods as long as each method is used for the appropriate product, according to OneVue chief executive of...
Financial planning
Platform provider Praemium has launched a new insurance offering through its SMARTwrap and V-Wrap platforms, signing TAL as the underlying insurer....
Policy & Regulation
Platform provider HUB24 has restructured its investment service in response to the Government's proposed Future of Financial Advice (FOFA) reforms, becoming another playe...
Financial planning
The Financial Planning Association (FPA) has indicated it will open discussions with Treasury about whether some platforms should be regarded as pure administration tools...
Financial planning
Macquarie Wrap has finally broken through to take out the top position on the Wealth Insights Platform Service Level Report Rankings, with Colonial FirstWrap rated second...
Financial planning
As the needs of dealer groups and financial planners change in the wake of the evolving Future of Financial Advice (FOFA) reforms, platform enhancements will play a signi...
Financial planning
Initial integration plans have been completed that will bring AMP and AXA's products and platforms together, according to AMP....
Financial planning
Platform providers will have an ideal opportunity to manage and run the opt-in requirement on behalf of financial planners, once the Government's Future of Financial Advi...
Financial planning
Platform providers have closed the gap in their service offerings through innovative approaches to model portfolios and client portfolio management tools, according to th...
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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...