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PLATFORMS

People & Products

Digital wealth platform, InvestSMART has launched a new pricing model via its PMA platform....

Funds management

The Strategic Global Fund is now open for investment via the Australian Securities Exchange mFund platform....

Funds management

Major fund manager, Platinum Asset Management has called on the Royal Commission to further scrutinise platform shelf-space fees and problematic relationships between pla...

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...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago