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Funds management
OC Funds Management’s micro-cap fund has been included on FirstWrap and Macquarie Wrap....
Funds management
L1 Capital Long Short Fund has been added on BT Wrap, BT Panorama and Asgard platforms....
Financial planning
The latest Investment Trends research has revealed that most planners are ready to switch platforms in pursuit of better service and features....
Funds management
Singaporean fintech platform Fundnel has announced its expansion into Australia to explore investment opportunities....
People & Products
An online stockbroker, and multi-asset class trading and investment specialist, Saxo Capital Markets have broken new ground via a technology partnership....
Financial planning
Colonial First State’s FirstChoice and FirstWrap offerings have returned to the top of the annual Wealth Insights planner service level ranking....
Financial planning
Planners were increasingly using platforms for writing insurance but they were demanding more choice in the range of insurers, as well as for the ability to change cover ...
Financial planning
Fixed income research platform, BondAdviser, has partnered with independent advisory firm, Baillieu Holst....
Features
Mike Taylor writes that platforms are rapidly evolving to meet both planner needs and Australia’s rapidly changing demographics — something which has given rise to the av...
People & Products
OneVue and Proactive Portfolios have delivered a new managed discretionary account offering with a unique structure....
Funds management
The Wingate Global Equity Fund — Wholesale Units has been added to the Macquarie Wrap platform, to provide investors with exposure to the growth of global markets....
Financial planning
New research from Investment Trends reveals planners are more willing than ever to switch both platforms and planning software in the pursuit of better outcomes....
Financial planning
A partnership between IRESS and netwealth will provide advisers with “straight-through processing” and decreasing back office inefficiencies through XPLAN software integr...
Funds management
Lonsec Investment Solutions adds its managed portfolio solutions to Macquarie Wrap and HUB24, following the addition to BT Panorama earlier. ...
Features
Wrap platforms are increasingly evolving to meet the needs of investors looking offshore for growth, with the addition of managed funds, ETFs and SMAs, Cameron Garrett wr...
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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...