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Funds management
The Wingate Global Equity Fund — Wholesale Units has been added to the Macquarie Wrap platform, to provide investors with exposure to the growth of global markets....
Financial planning
New research from Investment Trends reveals planners are more willing than ever to switch both platforms and planning software in the pursuit of better outcomes....
Financial planning
A partnership between IRESS and netwealth will provide advisers with “straight-through processing” and decreasing back office inefficiencies through XPLAN software integr...
Funds management
Lonsec Investment Solutions adds its managed portfolio solutions to Macquarie Wrap and HUB24, following the addition to BT Panorama earlier. ...
Features
Wrap platforms are increasingly evolving to meet the needs of investors looking offshore for growth, with the addition of managed funds, ETFs and SMAs, Cameron Garrett wr...
Financial planning
Independent advice groups are stepping away from platforms, opting for managed discretionary accounts instead, MGP reports....
Financial planning
Digital platforms lacked sophistication to provide future projections of investment mixes and enable consumers to understand investment models....
Funds management
Global funds transaction network Calastone has implemented the Asgard platform to strengthen its collaboration with Westpac’s BT Financial Group....
Financial planning
After decades of dominance, Australia’s major platform providers can expect competition from low-cost rivals in the years ahead, an expert believes....
Financial planning
To expand services offerings for digital and mobile engagement, Pillar has moved to use Financial Synergy’s Acurity platform....
People & Products
TAL recruits Macquarie Bank platforms head, Justin Delaney to new role as chief operating officer....
Funds management
OneVue has posted record growth in revenue and funds under administration while reducing its loss by more than a factor of 20....
Financial planning
Industry Super Australia has told the Australian Prudential Regulation Authority that retail super funds are disguising investment costs via the use of platforms....
Funds management
Challenger’s annuities have been made available on CFS’ FirstWrap and FirstChoice platforms. ...
Funds management
Platform availability will drive annuity use among advisers, according to market research....
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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...