platforms

Financial planning

Principal shows class with dealer group wins

Principal Global Investors’ aggressive expansion strategy in Australia has boosted its presence on financial planning dealer group approved product lists from 14 to 32 in...

Financial planning

FirstChoice for sustainable investment

In an exclusive retail distribution agreement, Australian investors have been given access to Al Gore’s sustainable investment fund management company through Colonial Fi...

Editorial

The sounds of change

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Financial planning

ING launches research house

A new player has emerged in the investment research house market with more than 15 years experience and a handful of heavyweight clients already under its belt....

Financial planning

Zenith to defy investor trends

Zenith Investment Partners has added two new products to its diversified funds recommended list despite its annual review revealing investors continue to show little inte...

Financial planning

IOOF adds new funds to platform menu

IOOF has added 12 managed funds to its key investment platforms, bringing the total number of funds on offer to more than 100 funds....

Financial planning

UBS launches long/short absolute return

The launch of the UBS Absolute Return Series 1 fund makes UBS one of the latest global fund managers to offer a fund that takes different positions within the same asset ...

Financial planning

Platforms good for investors

The managing director of a major funds management organisation has given investment platforms a glowing endorsement in the wake of a debate about shelf-space fees creatin...

Financial planning

SMAs, software put pressure on platforms

A Citigroup research newsletter, Trends in Wealth Management, has pointed to two potential risks confronting the dominance of platforms in Australia: the consolidation of...

Financial planning

All the right tools

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