AXA's aligned dealer groups are migrating from VisiPlan to the IRESS wealth management platform XPLAN, IRESS has announced. More than ...
Clearview has announced the launch of its wealth management platform with full wrap capabilities, which would be administered by Colonial ...
The Government's apparent favouritism of industry superannuation funds is attracting increased criticisms from the financial planning industry including, most ...
Industry platform providers have come out swinging against a recent Investment Trends report suggesting they are not delivering on their ...
As managed fund inflows struggle to return to pre-GFC levels, share trading and direct investments became increasingly popular with retail ...
Advisers have to work with their clients to make sure they understand their insurance policies, according to Colonial First State ...
Lower costs for consumers and efficient administration were the top two factors advisers would like their platform provider to improve, ...
Financial planners have indicated platform providers are not delivering well enough on their direct share offerings, with planner satisfaction remaining ...
The introduction of the Future of Financial Advice (FOFA) changes could spur the emergence of a new player in the ...
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...
