PLATFORMS
Financial planning
A new player has emerged in the investment research house market with more than 15 years experience and a handful of heavyweight clients already under its belt....
Financial planning
Zenith Investment Partners has added two new products to its diversified funds recommended list despite its annual review revealing investors continue to show little inte...
Financial planning
IOOF has added 12 managed funds to its key investment platforms, bringing the total number of funds on offer to more than 100 funds....
Financial planning
The launch of the UBS Absolute Return Series 1 fund makes UBS one of the latest global fund managers to offer a fund that takes different positions within the same asset ...
Financial planning
The managing director of a major funds management organisation has given investment platforms a glowing endorsement in the wake of a debate about shelf-space fees creatin...
Financial planning
A Citigroup research newsletter, Trends in Wealth Management, has pointed to two potential risks confronting the dominance of platforms in Australia: the consolidation of...
Financial planning
US-based global equities manager Batterymarch expects to grow Legg Mason’s global equities portfolio to $1 billion within the next 18 months....
Financial planning
In a move that could cause friction between financial advisers and dealer groups, advisers plan to include additional financial services platforms in their existing offer...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...