Powered by MOMENTUM MEDIA
moneymanagement logo
 

PLATFORMS

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 ...

Financial planning

Major platform providers across the industry are now moving away from a heavy period of platform consolidation to focus on developing and upgrading the remaining products...

Financial planning

A combination of an expanded offering and volatile markets has helped AXA's North platform double its net inflows in the September quarter compared to the same time last ...

Financial planning

It has been a tough year for platform providers, with three out of six largest platforms reporting negative net flows for the year ending June 2011, according to data pub...

Financial planning

The expectation of a change in Government and consequent changes to the Future of Financial Advice (FOFA) legislation has created serious uncertainty and prompted at leas...

Policy & Regulation

The financial planning industry needs to remove all perceived conflicts of interest before it can be seen as a trusted profession, according to chartered accountant and f...

People & Products

AMP Financial Services has revealed the final shape of executive structure after blending both AMP and AXA personnel....

Financial planning

Platform provider Onevue is about to finalise new contracts with a number of advisory groups to expand the distribution of its UMA platform....

Financial planning

Outsourcing platform administration to Macquarie will help Perpetual to increase its focus on high net worth clients and increase its scale and capabilities, according to...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 week 1 day ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago