Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to ...
Strategic partnerships between product and service providers and financial planning dealer groups appear to be going through a phase of ...
The Minister for Financial Services, Bill Shorten, has used an address to the annual Financial Services Council (FSC) function in ...
The Commonwealth Bank (CBA) and its wealth management division Colonial First State (CFS) have rolled out a simple superannuation offering ...
Retail managed funds increased 4.5 per cent in the March quarter, leading to a 12.3 per cent increase over the ...
Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the ...
As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. ...
Corporate super advisers will need to team up with super fund administrators to ensure a continuation of their revenue stream ...
FirstChoice and FirstWrap deliver a range of tools designed to meet your needs and those of your clients. Some of ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
