PLATFORMS
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....
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....
Never miss the latest news and developments in wealth management industry
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...