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Funds management
Platform prices will never hit zero, but more transparency is needed, a panel of experts has told Money Management and Super Review’s Future of Wealth Management conferen...
Financial planning
The investment and superannuation platform provider has delivered a full-year underlying net profit of $5.4 million and declared an inaugural dividend of 3.5 cents a shar...
People & Products
Challenger and HUB24 have announced that the former’s annuities should be available to advisers and clients on the platform by the 2019 financial year....
Features
While the Royal Commission is expected to generate significant change in the financial planning industry, Mike Taylor writes that the major platform providers believe tec...
Funds management
Janus Henderson has announced that its Global Equity Income Fund has been added to BT Wrap and BT Panorama....
Funds management
The Platypus Asset Management’s Systematic Growth Fund has been added to Netwealth’s super and wealth accelerator plus platforms....
Features
Money Management conducted a roundtable in which key participants discussed the evolving impact the rise of managed accounts has had on planning and platforms....
People & Products
Funds under administration on the BT Panorama platform were up 113.4 per cent in the period from March to December 2017....
Funds management
Centuria Diversified Property Fund has been added to the investment menus for HUB24, Netwealth, FUND.eXchange, Powerwrap, Colonial First State FirstWrap and Macquarie Wra...
Funds management
Sydney-based boutique fund manager, Dalton Street Capital has announced it has been approved by the Macquarie Wrap platform....
Funds management
Cooper Investors has announced that two of its long-only global funds will be now available to planners on Macquarie platforms....
Funds management
Legg Mason has announced that its 10 managed funds have been added to the Praemium SMA....
Funds management
The Altrinsic Global Equities Fund has been added as an investment option on the BT Wrap platform....
Funds management
Separately managed accounts on Macquarie Wrap investment platform have exceeded $1 billion in funds under administration....
Funds management
Cooper Investors two global funds were added to three BT platforms as the company expanded its reach into the retail market....
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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...