PLATFORMS

People & Products

John Keating has been appointed head of wealth distribution, southern region, with Shaune Egan appointed head of platform development....

Funds management

IOOF Holdings said net inflows in funds under management, administration and advice (FUMA) reached $270 million for the first quarter of 2019....

People & Products

Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst after the manager’s Global Real Estate Fund became available on the BT Pa...

Financial planning

BT has commissioned and promoted research validating its platform pricing....

People & Products

OpenMarkets has announced an agreement with HUB24 group member, Agility, to support growth and expand client services....

Expert Analysis

Anastasia Santoreneos investigates whether the experts think platform prices will ever hit zero, and what the industry needs in platform pricing. ...

People & Products

With fee disclosure a key issue facing advisers, two financial advisers have formed a new company, PortfoliosDirect, which will allow advisers to offer a transparent, non...

People & Products

Advice Intelligence has launched its new software platform for financial advisers across Australia, making paraplanners redundant. ...

People & Products

OneVue is building a private labelled version of its investment platform of Allan Gray, extending its relationship with the fund manager beyond that of managed fund admin...

People & Products

MetLife Australia has launched a digital life insurance claims platform, making it easier for members to lodge and track claims....

Funds management

Platform prices will never hit zero, but more transparency is needed, a panel of experts has told Money Management and Super Review’s Future of Wealth Management conferen...

Financial planning

The investment and superannuation platform provider has delivered a full-year underlying net profit of $5.4 million and declared an inaugural dividend of 3.5 cents a shar...

People & Products

Challenger and HUB24 have announced that the former’s annuities should be available to advisers and clients on the platform by the 2019 financial year....

Features

While the Royal Commission is expected to generate significant change in the financial planning industry, Mike Taylor writes that the major platform providers believe tec...

Funds management

Janus Henderson has announced that its Global Equity Income Fund has been added to BT Wrap and BT Panorama....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

4 weeks ago