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PLATFORMS
Editorial
Peter Labrie outlines some of the key evolutions that will affect platforms in the years ahead....
Financial planning
Platforms, financial advisers and clients alike are about to be swept along by the impact of technological innovation on platforms, as Kelly Power explains. ...
Financial planning
FOFA regulations require planners to outline platform and investment choices in SOAs....
Accounting
Accountants like platforms for ease of use but remain cautious based on their underlying cost....
Funds management
Investors set to own platform via equity stakes deal....
Financial planning
The role of the ‘platform’ continues to be at the heart of the provision of financial advice to Australians, both young and old....
Funds management
North platform closes older guarantee options but offers three new funds. ...
Financial planning
Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....
Financial planning
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
People & Products
Former Ventura Investment Management managing director Kate Mulligan has joined non-aligned wealth management group netwealth as a non-executive director....
Financial planning
The managed account market is set to expand with respect to both the numbers of offerings available and the number of providers in the space seeking to access planners an...
Funds management
Claims of a need for liquidity in portfolios hide planner ignorance on alternative investments and tendency to churn. ...
Superannuation
Web-based registry platform DST Bluedoor will expand into Europe after partnering with International Financial Data Services (IFDS), a joint venture between DST Systems a...
Funds management
The gatekeeper role that platforms play in determining which investments are easily available presents a huge challenge for the direct property sector....
Editorial
Many advisers feel it’s time the investment train pulled away from the platform, but what sort of ride are they in for? Benjamin Levy reports....
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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...