platforms

Financial planning

Financial advisers show 'maturity' in portfolio management

Active portfolio management will be the key to success in current financial markets rather than a reliance on investment products alone....

Superannuation

ASIC unveils shorter PDS guidance

ASIC has released guidance on the shorter product disclosure statement regime which will apply to superannuation and simple managed investment scheme providers....

Financial planning

Financial planners not loyal to platforms

Despite the satisfaction with platforms reaching a nine-year high, a new survey suggests 40 per cent of financial planners would happily switch providers for lower fees....

Financial planning

Asteron aims group risk at corporate superannuation and platforms

Asteron Life has updated its group risk strategy to focus on the corporate, superannuation fund and platform provider market as it also looks to leverage its relationship...

Editorial

Do platforms need a revolution?

Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...

Editorial

All eyes on Aqua II

As the Australian Securities Exchange is about to launch Aqua II, Lucinda Beaman looks at possible outcomes for the new capability. Will it succeed or is it bound to fail...

Financial planning

Institutional platforms stifle competition

Financial services players have taken aim at competition concerns and potential conflicts in institutionally owned investment platforms....

Financial planning

Wealthtrac re-signs with ANZ's Oasis

Wealthtrac has re-signed its service level agreement with ANZ Wealth's wholesale platform provider, Oasis Asset Management....

Financial planning

Rule changes to prevent moves to in-house platforms

Recent changes to the laws governing platforms, such as an increase to the net tangible asset requirement, will make it harder for dealer groups to bring platform service...

Financial planning

Colonial First State's FirstChoice reaches $50 billion

Colonial First State's FirstChoice platform has reached a milestone, achieving $50 billion in funds under administration....

Financial planning

Financial planning industry still highly competitive

Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...

Policy & Regulation

Fee-wary investors shun market neutral sector

Market neutral funds have been the best performing sector over the past five years, but high management fees are putting Australian investors off, according to research h...

Financial planning

ASIC's platform review wins wide support

ASIC's platforms review has drawn support from a range of stakeholders for proposing providing additional consumer protection via capital adequacy and for placing the spo...