Greater flexibility and independence, increasing dealer group fees, and concerns around fulfilling a fiduciary duty are some of the reasons ...
New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias ...
Macquarie Wrap has launched its new model portfolio capability, following a seven-week trial including 10 dealer groups. Head of insurance ...
Five more boutique dealer groups have added Hub 24 as their preferred platform provider, weeks after its acquisition by listed ...
After four months of negotiations, dealer group Secureinvest has appointed boutique investment firm Wealth Within as its provider of individually ...
Efficiency is key when it comes to choosing financial advice software, writes GEM Capital's Mark Draper. There has been a ...
OnePath has added OneCare insurance to its wholesale platform, Oasis Asset Management, to allow advisers to offer clients both retail ...
BT Wrap has whittled down its lengthy disclosure documents to 20 pages.Head of BT Wrap Chris Freeman said the new ...
As a political debate rages around the power of the major banks, Mike Taylor writes that far more is at ...
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...
