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Features
Money Management conducted a roundtable in which key participants discussed the evolving impact the rise of managed accounts has had on planning and platforms....
People & Products
Funds under administration on the BT Panorama platform were up 113.4 per cent in the period from March to December 2017....
Funds management
Centuria Diversified Property Fund has been added to the investment menus for HUB24, Netwealth, FUND.eXchange, Powerwrap, Colonial First State FirstWrap and Macquarie Wra...
Funds management
Sydney-based boutique fund manager, Dalton Street Capital has announced it has been approved by the Macquarie Wrap platform....
Funds management
Cooper Investors has announced that two of its long-only global funds will be now available to planners on Macquarie platforms....
Funds management
Legg Mason has announced that its 10 managed funds have been added to the Praemium SMA....
Funds management
The Altrinsic Global Equities Fund has been added as an investment option on the BT Wrap platform....
Funds management
Separately managed accounts on Macquarie Wrap investment platform have exceeded $1 billion in funds under administration....
Funds management
Cooper Investors two global funds were added to three BT platforms as the company expanded its reach into the retail market....
Superannuation
The Australian Securities and Investments Commission has confirmed that a number of industry funds have developed offerings that make them look a lot like platforms....
People & Products
Australian Unity has announced organisational and management changes on the back of recent acquisitions and growth, and aimed at driving future growth....
People & Products
Centrepoint and Moneysoft partner to deliver money management and cashflow platform....
Funds management
La Trobe Financial’s 12 Month Term Account has been added to Colonial First State’s FirstWrap Plus Platform investment menu....
Financial planning
The manner in which the Future of Financial Advice changes crimped the revenue streams of the major licensees has been confirmed as helping drive the rise of managed acco...
Funds management
OC Funds Management’s micro-cap fund has been included on FirstWrap and Macquarie Wrap....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...