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Funds management
The Alphinity Global Equity Fund has been added to BT’s Panorama platform and is now available on the four platforms....
Financial planning
MLC Wealth has confirmed changes to its advice business as part of the firm’s separation from NAB Group. ...
Funds management
Multi-currency functionality has been added to the HUB24 platform, which will give investment managers the capability to include up to ten foreign currencies when impleme...
Funds management
Platform provider HUB24 has dismissed a newspaper report that a combination of recent interest rate cuts and the fees it charges have left some financial planning clients...
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....
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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...