PLATFORMS

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....

Financial planning

Australian institutional platform providers should see themselves as boutiques, as global players start heavily eyeing the Australian market, SFG Australia head of platfo...

Financial planning

AIA extends the number of platforms on which its insurance offerings are available....

Financial planning

A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...

Financial planning

Platforms should report adviser fraud to licensees despite not being required under law to do so....

Financial planning

Planner loyalty to platforms is being tested by fees and the freedom for planners to choose their own platform with two banks continuing to dominate the space...

Financial planning

Insync announces its Global Titan Fund has been listed on CFS FirstWrap platform. ...

Funds management

Managed account operators set to face increased competition as mainstream platform providers integrate increase their capabilities in this space...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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