Articles tagged with 'platforms'

AXA prepares for platform migration

12 March 2010 | AXA has announced that the company's North platform, which is built on Wealth.Net and has been in development for the last two years, will eventually completely replace the company's current platforms.


IOOF's mergers and acquisitions deliver

25 February 2010 | IOOF appears to have reaped the benefits of its merger with AWM and its acquisition of Skandia.


Banks tighten grip on platforms market

1 February 2010 | While much of the debate around NAB/MLC’s acquisition of AXA Asia Pacific has focused on who controls which dealer group, Mike Taylor argues that control of the platforms represents a much bigger issue.


The top 5: Platforms

21 December 2009 | As 2009 comes to a close, Money Management looks at the platforms that have dominated the industry.


Master trusts and wraps: Regulatory ripple effect

9 November 2009 | Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up and down the value chain, writes Mike Taylor.


Master trusts and wraps: Playing in the major league

9 November 2009 | While AXA’s North products have attracted significant inflows over the past 12 months, Mike Taylor writes that the platforms and wraps industry continues to be dominated by the majors.


Master trusts and wraps: Catalyst for change

9 November 2009 | The consolidation of the financial services industry is being reflected in the platform market. Mike Taylor reports


SMSF growth delivers windfall to platforms

6 November 2009 | Platforms have emerged as the major beneficiaries of the growth in self-managed superannuation funds (SMSFs), according to data collected by specialist superannuation clearing house SuperChoice.


Fund managers, software must adopt common standards to share data: Dunne

26 October 2009 | Common standards for straight-through data processing will bring more efficiency for planners.


Product providers face payments scrutiny

8 October 2009 | The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial Services Association (IFSA) and Financial Planning Association (FPA) code on payments.


Pledged demand requirements will lead to drop in product numbers: Harrop

25 September 2009 | The requirement to prove $15 million in demand from financial planners will have an impact on the number of products coming into the industry.


OneVue rejects Aviva claim of platform SMA 'first'

9 September 2009 | Platform provider OneVue has rejected a claim by Aviva this week that it has become the first platform to integrate separately-managed accounts (SMA) on a platform.


SMAs on platforms a 'quantum leap forward' from managed funds

30 July 2009 | The consolidation of separately managed accounts into platforms represents a "quantum leap forward from conventional managed funds", according to Aviva Australia research manager Sue Voglis.


Aviva appoints five fund managers to new Navigator SMA

8 July 2009 | Aviva has appointed five fund managers to the separately managed account facility it will launch on its Navigator platform in September.


Colonial First State launches FirstWrap

9 June 2009 | To sit alongside FirstChoice, Australia's most popular platform*, FirstWrap, Australia's best full service wrap^, has been launched. FirstWrap is a premium new platform, designed for your clients with more sophisticated investment needs.


Colonial First State giving planners what they need

28 May 2009 | Colonial First State has again walked away with the top ranking in the annual Wealth Insights Service Level Survey.


Avanteos named as top platform

15 April 2009 | The latest Investment Trends Platform report has seen Avanteos named the top platform for the third year in a row, but the research also reveals a platform industry hit hard by the fallout from the global financial crisis.


End of the line?

2 April 2009 | The fallout from the financial crisis has hit platforms hard, with funds under administration and their bottom lines slumping dramatically. And as John Wilkinson reports, the road to recovery will be a long, difficult one.


The stakes rise as revenues fall

2 April 2009 | In the good times, revenue from platforms have been a strong source of income for dealer groups and advisers


Master trusts leaking funds

3 March 2009 | Plan for Life data confirms grim picture for platform wraps and master trusts.


Risk insurance: advisers need choices

3 March 2009 | Platform providers must increase the number of risk products on their platforms as advisers look to insurance to provide a greater source of revenue for their businesses in 2009, according to Investment Trends principal Mark Johnston.


Midwinter and Cleardocs form alliance

16 February 2009 | SMSF software enhanced.


Bell Direct launches online direct equities platform for advisers

10 February 2009 | Broker sees growing consumer trend to direct equities.


Asgard launches fixed term deposits

2 February 2009 | New range available on Asgard platforms


Platforms drop deadweight funds

23 January 2009 | Shedding funds and even fund managers from their investment menus.


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