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

Web Abstract long compulsory...

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...

Financial planning

Australian Unity is one of the Rising Stars in the retail platform sector, having increased funds under management to its own platform by 65 per cent during December 2003...

Financial planning

There are numerous reasons for the success of badged or ‘white label’ wraps, but none more significant than the benefits of scale they offer both the platform providers a...

Funds management

In conjunction with Money Management, Assirt has created an assessment methodology for the Fund Manager of the Year awards that aims to recognise not only managers who ha...

Superannuation

The platform market has neatly divided itself into two segments — with providers such as Asgard, BT and Navigator in one group, and the other made up of a variety of smal...

Financial planning

Goldman Sachs JBWere has outsourced its platform and portfolio services to Avanteos as part of a review of its total service provision to its core Private Clients busines...

Financial planning

The bar on professional standards in the financial planning industry has once again been raised by tough new rules which seek to eliminate conflicts of interest for advis...

Financial planning

AMP Financial Planning has for the first time added four non-AMP employer superannuation master trust providers to its approved products list....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago