PLATFORMS
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...
Financial planning
Independent advice groups are stepping away from platforms, opting for managed discretionary accounts instead, MGP reports....
Financial planning
Digital platforms lacked sophistication to provide future projections of investment mixes and enable consumers to understand investment models....
Funds management
Global funds transaction network Calastone has implemented the Asgard platform to strengthen its collaboration with Westpac’s BT Financial Group....
Financial planning
After decades of dominance, Australia’s major platform providers can expect competition from low-cost rivals in the years ahead, an expert believes....
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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...