POWERED BY MOMENTUM MEDIA
PLATFORMS
Financial planning
Platforms may make financial planners’ lives easier, but Lisa Bowman asks whether they offer consumers value for money, and whether fee levels will change going forward....
Funds management
With over two decades in the game, dealer manager Michael Summers has always kept his practices ahead of their time. John Wilkinson reports....
Financial planning
Badging’s success is unrivalled in getting planners to make use of them. Jason Spits looks at where the numbers fall....
Financial planning
If you’re looking for bells and whistles in a platform, you are spoiled for choice in this country. Julie Bennett looks at what’s on offer and what purpose it serves....
Funds management
The listed property team at Principal Global Investors (PGI) will leave the group in a month after its three members, Stuart Stuckey, Mark Thorpe-Apps and Ern Koh, resign...
Financial planning
Tower Australia has reinforced its move back into the risk insurance side of the industry with the appointment of two senior executives in the group’s sales and distribut...
Financial planning
Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...
Financial planning
Investment administrator Ausmaq together with business partners Accenture, Microsoft Financial Services, Intel and Web Central yesterday launched mainhub, an electronic h...
Rate the raters
The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...
Financial planning
Godfrey Pembroke has long been regarded as a premium financial planning group, but with new owners and a new chief, will it retain that crown? Lucie Beaman looks at the G...
Financial planning
Listed financial services group Hartleys Limited will close its wealth management division, sell its margin lending book and transfer selected Hartley advisers and client...
Financial planning
The merged Permanent Trustees and Trust Company of Australia have announced the group’s new name - Trust, as well as outlining the four business lines the new group will ...
Financial planning
Tom Collins argues that contrary to what the regulators and lawmakers are saying about cleaning up the financial services industry, the solution will be found in redefini...
Financial planning
The Assure master trust is set to close after AXA announced it will consolidate all of its platforms into Summit as part of its single-platform strategy....
Financial planning
National Wealth Management will export its Australian capabilities in adviser service platforms to the UK, launching a new platform product to spur expansion in the marke...
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,...