Historically, the IT management systems of a financial planning practice have relied heavily on Excel spreadsheets and Word templates, as ...
UK insurer Aviva has finally reacted to pressure from advisers for a ‘baby’ platform option, and will release a simplified, ...
Is history haunting change in financial planning distribution?Recent research collated in the form of the ‘Top 100 Dealer Groups’ (MM ...
There are numerous reasons for the success of badged or ‘white label’ wraps, but none more significant than the benefits ...
By Liam Egan GoldmanSachs JBWere has outsourced its platform and portfolio services to Avanteos as part of a review of ...
Australian Unity is one of the Rising Stars in the retail platform sector, having increased funds under management to its ...
With $2.3 billion in funds under management (FUM) and sitting at position 18, the Challenger Financial Group has just made ...
Skandia may be one of the newer players in Australian financial services, having only opened for business in 2001, but ...
In conjunction with Money Management, Assirt has created an assessment methodology for the Fund Manager of the Year awards that ...
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...
