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Financial planning
The Financy Women’s Index has posted its best performance of 2019 in the December quarter thanks to a number of fresh records set in women’s financial progress....
Awards
Gender diversity is only a subset of the larger inclusion story and that is what is important to develop the financial services industry, Money Management and Super Revie...
News
Money Management and Super Review awarded 12 women and an employer at the annual Women in Financial Services Awards....
Financial planning
Structural and regulatory shifts in the market are opening up opportunities for the fund administrator to grow its business....
People & Products
Calastone has announced OneVue and Mainstream have connected to its network to automate the transfer of clients’ managed funds holdings across platforms....
People & Products
OneVue has bolstered its cybersecurity team with the appointment of a chief information officer. ...
Financial planning
The economic position of women is improving, with the Financy Women’s Index gaining 1.4 points from June to September....
People & Products
OneVue is building a private labelled version of its investment platform of Allan Gray, extending its relationship with the fund manager beyond that of managed fund admin...
People & Products
Mercer’s asset consulting capability is set to merge with Nextplan’s investment management arm and adviser network through a new OneVue partnership. ...
People & Products
Wealth technology platform, Spitfire Corporation, has appointed David Storm as head of distribution. ...
Funds management
The Aoris International Fund and separately managed account models have been added to platforms....
People & Products
OneVue’s platform will be used to move Kuda Wealth’s high net worth clients to Watershed Funds Management’s managed accounts solution....
People & Products
OneVue’s platform will be used to move Kuda Wealth’s high net worth clients to Watershed Funds Management’s managed accounts solution....
People & Products
Fintech firm OneVue has acquired the No More Practice Education portal, which delivers education digitally to financial advisers, accountants and brokers....
People & Products
OneVue has announced the sale of its SMSF administration business to SuperConcepts....
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MARKET INSIGHTS
Podcast
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...