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PLATFORMS
Funds management
North platform closes older guarantee options but offers three new funds. ...
Financial planning
Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....
Financial planning
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
People & Products
Former Ventura Investment Management managing director Kate Mulligan has joined non-aligned wealth management group netwealth as a non-executive director....
Financial planning
The managed account market is set to expand with respect to both the numbers of offerings available and the number of providers in the space seeking to access planners an...
Funds management
Claims of a need for liquidity in portfolios hide planner ignorance on alternative investments and tendency to churn. ...
Superannuation
Web-based registry platform DST Bluedoor will expand into Europe after partnering with International Financial Data Services (IFDS), a joint venture between DST Systems a...
Funds management
The gatekeeper role that platforms play in determining which investments are easily available presents a huge challenge for the direct property sector....
Editorial
Many advisers feel it’s time the investment train pulled away from the platform, but what sort of ride are they in for? Benjamin Levy reports....
Financial planning
Colonial First State has reassumed its position at the top of the Wealth Insights platform rankings. ...
Financial planning
Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....
Funds management
Perpetual has completed the revamp of its portfolio wrap service, which forms part of the company’s Transformation 2015 program as it seeks to reduce costs. ...
Funds management
The retail funds management sector grew by 14.7 per cent to $471.7 billion in 2012, according to Plan for Life....
Financial planning
Lingering legislative uncertainty around FOFA has led investment platforms to reduce spending by $30 million in 2012, according to a new report by Investment Trends....
Editorial
Several years ago, Andrew Jones from Eureka Financial Group moved some clients off-platform. He now shares his experience and the reasons why his practice decided to retu...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...