PLATFORMS
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....
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....
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MARKET INSIGHTS
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...