POWERED BY MOMENTUM MEDIA
PLATFORMS
Financial planning
The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...
Funds management
Mariner Financial has become the latest fund manager to launch an American property trust, the Mariner American Property Income Trust, which it claims will target high-yi...
Financial planning
The rise of platforms is killing off small funds managers, with advisers today placing only half the assets direct with managers that they did three years ago....
Financial planning
The success of a dealer group is often measured by adviser numbers. However, examining the assets of the dealer group – that is, the funds under advice and the productivi...
Top 100
This marks the seventh year Money Management has produced the Top 100 Dealer Groups Survey and it remains the most extensive report of its type in the industry. The surve...
Financial planning
ING Investment Management has launched the ING Global High Dividend Fund, which it claims is Australia’s first to select stocks on the basis of their dividend yields....
Financial planning
Boutique Australian equity manager Prime Value has secured its first listings on two retail platforms....
Financial planning
BT Financial Group has cut total ongoing fees on 52 of its wholesale and institutional investment funds by an average 17 per cent, with some cuts as high as 32 per cent....
Financial planning
In a pre-choice attempt to attract do-it-yourself (DIY) superannuation investors, ING has halved minimum investment amounts and cut management expense ratios (MERs) for i...
Financial planning
Despite being on offer for just a year, Asgard Elements has taken top spot in the platform category of this year’s Assirt/Wealth Insights Service Level Awards, while Macq...
Financial planning
UK insurer Aviva has finally acted on adviser demand for ‘baby’ platforms, and will release a simplified, low cost version of Navigator called Navigator Access....
Financial planning
Is history haunting change in financial planning distribution?...
Financial planning
Skandia may be one of the newer players in Australian financial services, having only opened for business in 2001, but the firm does come with extensive experience....
Financial planning
With $2.3 billion in funds under management and sitting at position 18, the Challenger Financial Group has just made it into this year’s list of the Top 20 largest platfo...
Never miss the latest news and developments in wealth management industry
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,...