PLATFORMS
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...
People & Products
As planners show growing interest in wanting to pick and choose parts of different technology systems, IRESS has announced changes to better allow third party software to...
Funds management
Hyperion Asset Management has announced that its Global Growth Companies Fund has been added to the Macquarie Wrap 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...