PLATFORMS

Financial planning

Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...

Policy & Regulation

Market neutral funds have been the best performing sector over the past five years, but high management fees are putting Australian investors off, according to research h...

Financial planning

ASIC's platforms review has drawn support from a range of stakeholders for proposing providing additional consumer protection via capital adequacy and for placing the spo...

Financial planning

Hedge fund specialist Blue Sky Alternative Investments has announced that its Blue Sky Apeiron Global Macro Trust has been accepted on BT Wrap....

Financial planning

J.P. Morgan Treasury Services has launched a mobile banking platform in Australia aimed at cash management clients....

People & Products

Aon Hewitt Wealth Management has recruited Prue Petinsky to head its product development....

Financial planning

AMP has reported a profit decline but believes its merger with AXA is on track to deliver efficiencies....

Financial planning

AMP has reported a profit decline but believes its merger with AXA is on track to deliver efficiencies....

Editorial

Although the process involving the upcoming FOFA reforms commenced a few years ago, the reforms package still looks like an unsolved jigsaw puzzle, writes Pam Roberts....

Financial planning

OneVue has announced that retail superannuation fund OneStepSUPER has been added to its unified managed account platform for financial advisers....

Financial planning

OneVue has announced that retail superannuation fund OneStepSUPER has been added to its unified managed account platform for financial advisers....

Financial planning

Acquisitions of platform providers should include more financial adviser consultation where white labelling is involved, according to the Association of Independently Own...

Financial planning

Provisio has forecast that the demand for online financial advice technologies is set to surge as the industry grapples with ways to lower the cost of delivering advice i...

Financial planning

Shorter and simpler product disclosure statements are set to be introduced under a government initiative to provide consumers with the means to make better financial deci...

Financial planning

Shorter and simpler product disclosure statements are set to be introduced under a government initiative to provide consumers with the means to make better financial deci...

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 20 hours ago