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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...
Funds management
Mercer has moved to wealth management platform Sonata as part of an upgrade to its benefits administration sector. ...
Financial planning
Advisers licensed to independent AFSL, GPS Wealth, will have greater control over clients’ tax outcomes through the company’s new platform....
Funds management
Infocus has launched a completely automated separately managed account investment option for advisers and their clients, it announced on Thursday....
Funds management
IOOF has reported a record underlying net profit of $80.6 million with SFG contributing around a fifth of that figure...
Financial planning
Financial advisers will be given access to annuities through platforms, as demand for annuities increases. ...
Financial planning
The growth of managed accounts will stabilise as the ability to bring new functionality to the sector will shut out new entrants....
Editorial
With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation is the key to retaining adv...
Financial planning
Platform operators have complied with new regulations but more still needs to be done in managing conflicts and disclosing hidden fees....
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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...