POWERED BY MOMENTUM MEDIA
PLATFORMS
Financial planning
Independent Financial Advisers are emerging as winners from the Royal Commission as clients shift away from bank-aligned advisers....
People & Products
The research house has included superannuation research in its iRate platform, making an understanding of super “no longer optional” for advisers....
People & Products
Digital wealth platform, InvestSMART has launched a new pricing model via its PMA platform....
Funds management
The Strategic Global Fund is now open for investment via the Australian Securities Exchange mFund platform....
Funds management
Major fund manager, Platinum Asset Management has called on the Royal Commission to further scrutinise platform shelf-space fees and problematic relationships between pla...
People & Products
John Keating has been appointed head of wealth distribution, southern region, with Shaune Egan appointed head of platform development....
Funds management
IOOF Holdings said net inflows in funds under management, administration and advice (FUMA) reached $270 million for the first quarter of 2019....
People & Products
Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst after the manager’s Global Real Estate Fund became available on the BT Pa...
Financial planning
BT has commissioned and promoted research validating its platform pricing....
People & Products
OpenMarkets has announced an agreement with HUB24 group member, Agility, to support growth and expand client services....
Expert Analysis
Anastasia Santoreneos investigates whether the experts think platform prices will ever hit zero, and what the industry needs in platform pricing. ...
People & Products
With fee disclosure a key issue facing advisers, two financial advisers have formed a new company, PortfoliosDirect, which will allow advisers to offer a transparent, non...
People & Products
Advice Intelligence has launched its new software platform for financial advisers across Australia, making paraplanners redundant. ...
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
MetLife Australia has launched a digital life insurance claims platform, making it easier for members to lodge and track claims....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...