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Financial planning
Netwealth has again emerged as the preferred platform for financial planners, but the latest Investment Trends research has also pointed to a consolidating platform marke...
Funds management
L1 Capital has announced that its UK Property Fund III has been added to Macquarie Wrap platforms, Macquarie Investment Manager and Macquarie Investment Consolidator....
People & Products
IMAP has announced an agreed industry standard for the transmission of model portfolio data known as the Model Portfolio Data Standard....
Funds management
BetaShares has announced that its exchange traded fund model portfolios are now accessible to financial advisers via separately managed accounts....
People & Products
A leading platform provider has developed a first for the industry, combining data science and technology to identify client behavioural patterns that could indicate a ne...
People & Products
Praemium has announced it has entered into a partnership with Pitcher Partners Wealth Management Brisbane....
Funds management
Clime Investment Management has announced the addition of four new investment portfolios through OpenInvest platform....
Financial planning
Netwealth has reported a growth in its funds under administration by $2.1 billion at the end of March, which was helped by a growing number of new advisers who selected i...
People & Products
YTML signs Merit Wealth to the Seido platform and adds Helen Thom to head of distribution....
Financial planning
Viridian is promising migrating BT Magnitude and Securitor planners it wants to keep the BTGL community together but under a new license with no legacy issues....
People & Products
AMP has announced a series of fee cuts to MyNorth for new and existing superannuation, pension and investment clients as it seeks to improve its client outcomes....
Financial planning
Platform provider HUB24 has pointed to some positives from the removal of grandfathered commissions....
Funds management
The Australian Custodial Services Association has announced today that it will facilitate an industry taskforce approach to improving inefficiencies in servicing managed ...
Funds management
Morningstar has awarded the Nanuk New World Fund with a five star rating for its three-year track record in the large cap world equity category....
People & Products
International investment and development platform specialist, iM Global Partner, has appointed Jose Castellano as its new deputy chief executive and head of international...
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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...