Mercer has moved to wealth management platform Sonata as part of an upgrade to its benefits administration sector. ...
Advisers licensed to independent AFSL, GPS Wealth, will have greater control over clients’ tax outcomes through the company’s new platform....
Infocus has launched a completely automated separately managed account investment option for advisers and their clients, it announced on Thursday....
IOOF has reported a record underlying net profit of $80.6 million with SFG contributing around a fifth of that figure...
Financial advisers will be given access to annuities through platforms, as demand for annuities increases. ...
The growth of managed accounts will stabilise as the ability to bring new functionality to the sector will shut out new entrants....
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...
Platform operators have complied with new regulations but more still needs to be done in managing conflicts and disclosing hidden fees....
Australian institutional platform providers should see themselves as boutiques, as global players start heavily eyeing the Australian market, SFG Australia head of platfo...
AIA extends the number of platforms on which its insurance offerings are available....
A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...
Platforms should report adviser fraud to licensees despite not being required under law to do so....
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...
Insync announces its Global Titan Fund has been listed on CFS FirstWrap platform. ...
Managed account operators set to face increased competition as mainstream platform providers integrate increase their capabilities in this space...
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...