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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...
Financial planning
Perpetual has announced it will outsource third party provision of portfolio and fiduciary administration services for Private Wealth clients to Macquarie Investment Mana...
Financial planning
BT Financial Group is seeing results from a drive to increase the proportion of its high net worth banking customers who also use the group for their wealth management ne...
Financial planning
Suncorp and Perpetual lag in master fund market growth stakes....
Financial planning
Asgard has announced the release of its Infinity eWRAP platform that will allow users to select and pay for only the particular features they want to use....
Policy & Regulation
Platform provider netwealth has launched a new online service which the company said would help financial advisers prepare for the upcoming Future of Financial Advice cha...
Financial planning
Platform provider netwealth has announced a major overhaul of its investment menu, adding 39 new investment options and removing 21 funds on behalf of advisers and dealer...
Financial planning
AXA's aligned dealer groups are migrating from VisiPlan to the IRESS wealth management platform XPLAN, IRESS has announced....
Funds management
Clearview has announced the launch of its wealth management platform with full wrap capabilities, which would be administered by Colonial First State (CFS) Custom Solutio...
Superannuation
The Government's apparent favouritism of industry superannuation funds is attracting increased criticisms from the financial planning industry including, most notably, th...
Financial planning
Industry platform providers have come out swinging against a recent Investment Trends report suggesting they are not delivering on their direct share platform offerings....
Financial planning
As managed fund inflows struggle to return to pre-GFC levels, share trading and direct investments became increasingly popular with retail investors over the past couple ...
Financial planning
Advisers have to work with their clients to make sure they understand their insurance policies, according to Colonial First State general manager of advice Marianne Perko...
Financial planning
Lower costs for consumers and efficient administration were the top two factors advisers would like their platform provider to improve....
Financial planning
Financial planners have indicated platform providers are not delivering well enough on their direct share offerings, with planner satisfaction remaining flat in 2011 acco...
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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...