PLATFORMS
Editorial
Daniela Tsagaris explains how platforms can gain a competitive edge by evolving to meet new client needs. ...
Editorial
HUB24 posts record new inflows off the back of white labelled investment platform services....
Financial planning
BT Wrap has knocked back claims by Sirius Funds Management that it was uncommunicative, stating information had been supplied on a regular basis....
Financial planning
Platforms are continuing to struggle with FDS as research finds compliance accounted for half of development spending. ...
Editorial
AMP migrates legacy clients as North platform FUA rises to $10 billion. ...
Financial planning
New online advice platform offers full financial plans for as little as $199....
Editorial
Peter Labrie outlines some of the key evolutions that will affect platforms in the years ahead....
Financial planning
Platforms, financial advisers and clients alike are about to be swept along by the impact of technological innovation on platforms, as Kelly Power explains. ...
Financial planning
FOFA regulations require planners to outline platform and investment choices in SOAs....
Accounting
Accountants like platforms for ease of use but remain cautious based on their underlying cost....
Funds management
Investors set to own platform via equity stakes deal....
Financial planning
The role of the ‘platform’ continues to be at the heart of the provision of financial advice to Australians, both young and old....
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...
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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...