PLATFORMS

Editorial

Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...

Editorial

As the Australian Securities Exchange is about to launch Aqua II, Lucinda Beaman looks at possible outcomes for the new capability. Will it succeed or is it bound to fail...

Financial planning

Financial services players have taken aim at competition concerns and potential conflicts in institutionally owned investment platforms....

Financial planning

Wealthtrac has re-signed its service level agreement with ANZ Wealth's wholesale platform provider, Oasis Asset Management....

Financial planning

Recent changes to the laws governing platforms, such as an increase to the net tangible asset requirement, will make it harder for dealer groups to bring platform service...

Financial planning

Colonial First State's FirstChoice platform has reached a milestone, achieving $50 billion in funds under administration....

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....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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