Events over the past two months have revealed the number of commercial bets which have been placed predicated on the expected shape of the Australian financial planning i...
The adoption of managed portfolios can enable advice practice redesign, with a case study of a small firm showing that it can both benefit clients and provide a springboa...
Platform provider HUB24 has dismissed a newspaper report that a combination of recent interest rate cuts and the fees it charges have left some financial planning clients...
L1 Capital has announced that its UK Property Fund III has been added to Macquarie Wrap platforms, Macquarie Investment Manager and Macquarie Investment Consolidator....
BetaShares has announced that its exchange traded fund model portfolios are now accessible to financial advisers via separately managed accounts....
The ActiveX Ardea Real Outcome Bond Fund, an actively managed fixed-income exchange-traded fund from Ardea Investment Management, has been added to HUB24....
Challenger has announced its full range of fixed term and lifetime annuities are available via HUB24’s investment and superannuation platform....
Sargon has launched an offering that aims to give investors the benefits of self-managed super funds while relieving them of the responsibilities of acting as a trustee....
HUB24 has launched a managed portfolios education centre for financial advisers, which also provides them with client-facing tools to support advisers in educating their ...
Platform provider HUB24 has pointed to some positives from the removal of grandfathered commissions....
Four out of five advisers believe that the Best Interests Duty has been necessary to raise industry standards, with the compliance regime improving their confidence in th...
Morningstar has awarded the Nanuk New World Fund with a five star rating for its three-year track record in the large cap world equity category....
Platform provider HUB24 has passed the $10 billion in funds under management milestone including a deal with Fitzpatricks Private Wealth....
HUB24 has announced a new partnership with stockbroking and wealth management firm, Patersons Securities....
HUB24 has appointed a new state manager for NSW/ACT, and promoted current state manager, Andrew Fraser, to national manager for strategic sales. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...