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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...
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....
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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...