PLATFORMS
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...
Life/Risk
Life insurer AIA Australia has launched its Priority Protection for Platform Investors product on Asgard's Personal Choice Private platform....
Financial planning
Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...
People & Products
Kathy Vincent has joined MLC as head of product, retail 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...