UMA platforms can help financial advisers dramatically improve their value propositions, according to the managing partner of a boutique private wealth management firm....

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...

FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....

BetaShares has claimed greater penetration into the advice space for its exchange-traded fund products....

Amid uncertainty from financial advisers towards exchange-traded funds (ETFs), BetaShares has expanded its distribution coverage across 19 dealer groups and nine platform...

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...

A Money Management roundtable has identified a key consequence of opt-in - orphan clients....

Mike Taylor asks whether the formation of BT Select and the continuing competition between BT and Count Financial reflect the end of the current dealer group model....

Colonial First State has used platform flows data to generate a clearer picture of investor sentiment....

During the GFC, direct property had a number of issues related to manager capability, asset quality, illiquidity and gearing. However, the sector has been working hard to...

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

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

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....

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...