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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....
Funds management
The platform market suffered yet another fall over the last year, with net fund flows reaching their lowest levels in 10 years....
Financial planning
UMA platforms can help financial advisers dramatically improve their value propositions, according to the managing partner of a boutique private wealth management firm....
Financial planning
Platforms were developed to benefit financial advisers rather than their clients, and it is time the industry started questioning their utility, says Pinnacle Practice di...
Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
Financial planning
BetaShares has claimed greater penetration into the advice space for its exchange-traded fund products....
Financial planning
Amid uncertainty from financial advisers towards exchange-traded funds (ETFs), BetaShares has expanded its distribution coverage across 19 dealer groups and nine platform...
Editorial
AMP Limited reported a net profit of $383 million for the half year to 30 June 2012, up 11 per cent from the $346 million recorded in the first half of 2011, and added 12...
Policy & Regulation
A Money Management roundtable has identified a key consequence of opt-in - orphan clients....
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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...