PLATFORMS & WRAPS
Financial planning
The platform provider’s funds under administration has reached $17.96 billion in total following a $1.95 billion boost in the fourth quarter....
People & Products
The Nanuk New World Fund has been approved for the Macquarie Investment Manager/Consolidator and Macquarie Super Manager/Consolidator menus....
Financial planning
BT has booked a 7 per cent rise in half-year cash profit following strong funds under administration growth on the Panorama platform....
Financial planning
By automating a lot of processes that go into generating SOAs, planners can focus on achieving their client’s personal goals through advice, AdviserLogic believes....
Financial planning
The Australian Securities and Investments Commission has placed the platform industry on notice around the new standards of fee transparency it will be enforcing....
Features
Mike Taylor writes that astute riding of the regulatory cycle combined with an acute understanding of adviser needs has helped reshape the Australian platform market....
Features
While wrap platforms need to adapt and innovate the fundamentals need to stay the same to continue playing a leading investment role, Cameron Garrett writes....
Funds management
Atrium Investment Management has chosen the Colonial First State wrap platform to launch a new SMA solution....
Never miss the latest news and developments in wealth management industry
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...