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Financial planning
Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....
Financial planning
The proposed Iress acquisition of OneVue has surprised many but is explained by the synergies and returns which can be derived by leveraging technology and reach. ...
Financial planning
The bank has created a new division that will encompass its wealth platforms, superannuation and retirement products, investments, general and life insurance, and auto fi...
Funds management
Australian influencer and content platform, Vamp has appointed Gill Findlay as CEO and has raised $8.5 million in a new round of funding led by Investec. ...
Funds management
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
People & Products
IRESS, the financial services software provider, has acquired UK-based O&M Systems, which provides pension and investment data comparison tools to financial advisers. ...
Policy & Regulation
The exit of the big banks and the consequent net outflows from the big institutional platforms is playing to the strengths of specialist platform providers....
Financial planning
Australian platform provider, Praemium has reported a positive momentum during H1 2019, underpinned by a significant 122% growth in net profit after tax....
Financial planning
ASX-listed Netwealth has reported a growth in funds under advice to $28.5 billion at the end of December, 2019....
Funds management
Copia Investment Partners has announced that the Veritum Equity Income Fund has been added to five major investment platforms....
Funds management
The Aoris International fund has been added to BT’s Wrap and Panorama platforms....
Financial planning
Financial advisers need to start asking which parts of the value chain benefit from hidden or indirect fees to help avoid conflicts of interest and grow their business, a...
Funds management
DNR Capital has announced that its Australian Emerging Companies Fund has been added to six new platforms....
Funds management
AllianceBernstein has announced that its AB Concentrated Global Growth Managed Portfolio is now available on Netwealth platform....
Funds management
Two of Legg Mason’s fixed income funds have been added to Colonial First State FirstWrap Platform....
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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...