PLATFORMS
Financial planning
To expand services offerings for digital and mobile engagement, Pillar has moved to use Financial Synergy’s Acurity platform....
People & Products
TAL recruits Macquarie Bank platforms head, Justin Delaney to new role as chief operating officer....
Funds management
OneVue has posted record growth in revenue and funds under administration while reducing its loss by more than a factor of 20....
Financial planning
Industry Super Australia has told the Australian Prudential Regulation Authority that retail super funds are disguising investment costs via the use of platforms....
Funds management
Challenger’s annuities have been made available on CFS’ FirstWrap and FirstChoice platforms. ...
Funds management
Platform availability will drive annuity use among advisers, according to market research....
Funds management
The Altius Sustainable Bond Fund has been added to the netwealth platform following its inclusion on Emerald Wrap earlier this year....
Superannuation
Fund administration and registry technology provider GBST has signed a major UK diversified financial services provider to its software system expanding the group’s inter...
Top 100
Service providers are an essential part of the financial planning sector and, as Jason Spits writes, while advisers may recommended diversification in a portfolio they ap...
Financial planning
BGL Corporate Solutions partners with InvestmentLink to extend offering to platforms and wraps data....
Financial planning
New Investment Trends research reveals planners have never enjoyed greater levels of platform choice and are opting to look beyond the dominant BT Wrap, Colonial FirstCho...
Financial planning
Constant regulatory changes such as FOFA and grandfathering have halted projects to enhance platforms, a financial firm said....
Financial planning
Large platforms were not servicing small and mid-tier independent financial advisers with their MDAs, as it may be cheaper to cater to the big firms, a boutique firm said...
Funds management
The overall investment platform sector has grown more than 15 per cent buoyed by strong investment markets and inflows into the wrap and master trust sub-sectors....
Funds management
A team leader within a platform provider’s settlement department has been permanently banned from providing financial services after being convicted of a $1 million fraud...
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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...