PLATFORM
Financial planning
netwealth has provided Fortnum advisers access to its range of separately managed accounts through a private label managed account service. ...
Life/Risk
Midwinter enhances its insurance modelling capability within its cloud platform, AdviceOS, in a bid to accelerate the efficiency of life insurance advice generation....
People & Products
Mercer has leveraged the CFS wrap technology to offer the LifetimePlus retirement option to meet growing demands from dealer groups....
Financial planning
PIMCO has launched a digital platform for financial advisers, institutions and investors as part of its focus on the retail segment....
Financial planning
ISA claims ASIC’s fee disclosure requirement update leaves consumers in the dark on fees charged by ‘for-profit’ superannuation funds run by banks. ...
Funds management
Strong inflows and growing support from non-aligned advisers has seen platform provider, netwealth, exceed $8 billion in FUM....
People & Products
IOOF adds enhancements to Pursuit platform to include online transaction, share trading, and corporate actions capabilities....
Funds management
Financial software provider Rubik Financial has extended its partnership with Temenos in a bid to overhaul its existing channel technologies with a renewed focus on user ...
Funds management
Publicly-listed investment and superannuation platform provider, HUB24, signs white label arrangement with Fortnum Financial....
Funds management
Partners Group has had its open-ended Global Value Fund (GVF) added to the netwealth platform....
Superannuation
First State Super’s chief investment officer, Richard Brandweiner, has announced the firm will build a venture capital platform to seed early-stage and emerging fintech s...
Tools & guides
Platform development must stay focused on its purpose, which is to support the very real value that full financial planning delivers for clients, writes Alan Dunne. ...
Funds management
Funds administration software provider GBST has signed Haitong International Securities Group onto their Syn~ platform as part of Haitong’s international business expansi...
People & Products
Endeavour Securities has signed up its Endeavour Superannuation fund to a white label arrangement with OneVue. ...
Financial planning
A new investor-centric platform will enable advisers to get a clearer picture of clients’ investments, OneVue chief executive, Connie Mckeage said....
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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...