The recent growth of the managed account market will stabilise with new barriers to entry erected by the ability to ...
With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation ...
The adequacy of disclosure around conflicts of interest within the platform and wrap account sector was still of concern and ...
Australian institutional platform providers should see themselves as boutiques, as global players start heavily eyeing the Australian market, SFG Australia ...
Big insurer, AIA Australia has expanded the number of platforms on which its Priority Protection insurance range will be available ...
A senior and experienced cohort of financial planners, many of them dealing with high net worth clients, are choosing to ...
Platform providers who spot potential fraud by financial planners have a moral and ethical duty to report them to their ...
The loyalty of planners to any one platform is being tested by rising fees, homogenised features and the increasing freedom ...
Fund manager, Insync has announced that its Global Titans Fund has been included on the Colonial First State FirstWrap platform. ...
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...
