PLATFORMS
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...
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...
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MARKET INSIGHTS
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...