PLATFORMS

Financial planning

OneVue has announced that retail superannuation fund OneStepSUPER has been added to its unified managed account platform for financial advisers....

Financial planning

OneVue has announced that retail superannuation fund OneStepSUPER has been added to its unified managed account platform for financial advisers....

Financial planning

Acquisitions of platform providers should include more financial adviser consultation where white labelling is involved, according to the Association of Independently Own...

Financial planning

Provisio has forecast that the demand for online financial advice technologies is set to surge as the industry grapples with ways to lower the cost of delivering advice i...

Financial planning

Shorter and simpler product disclosure statements are set to be introduced under a government initiative to provide consumers with the means to make better financial deci...

Financial planning

Shorter and simpler product disclosure statements are set to be introduced under a government initiative to provide consumers with the means to make better financial deci...

Superannuation

Colonial First State's radical revamp of its FirstChoice platform had the ambitious goal of putting an end to the "fruitless debate" surrounding the fees charged by indus...

Financial planning

HUB24, the investment and superannuation platform business of Investorfirst, has added two more dealer groups to its client list....

Superannuation

A new superannuation and investment wrap from ClearView will be able to link insurance cover both in and outside of superannuation....

Financial planning

ClearView Wealth has announced the launch of a private label wrap platform for superannuation, retirement income and investor-directed portfolio service (IDPS) accounts....

Financial planning

CommInsure's Wholesale Life division has launched an online application and underwriting platform for two of its largest industry superannuation fund clients....

Financial planning

MLC follows through on strategy to upgrade MasterKey Custom clients to MLC Wrap....

Financial planning

The Australian investment platform market will soon get a new kid on the block with the impending launch of The Emerald Wrap - a first responsible investment platform on ...

Financial planning

MLC has launched what it describes as its “new-look” client and financial adviser websites, AdviserOnline and MyClient....

Policy & Regulation

Major platform providers have called for parts of the Future of Financial Advice (FOFA) reforms to be delayed due to lingering uncertainty with respect to grandfathering ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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