Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
PLATFORMS
Policy & Regulation
The introduction of the Future of Financial Advice (FOFA) changes could spur the emergence of a new player in the platforms and wraps sector, by driving advisers who are ...
Funds management
Plan for Life data sees wraps dominating net inflows in challenging conditions....
Financial planning
SimpleWRAP has launched a full service administration wrap with a flat fee pricing model, which the company claims is a first in Australia for both superannuation funds a...
Financial planning
Despite noise from the marketplace suggesting competition from rivals looking to poach AXA financial planning practices, there has so far been no significant net change b...
Financial planning
Asgard has released a number of new features for its eWRAP platform, which the company claims will help advisers deliver more customised advice in less time....
Financial planning
Paritech has announced that it has signed Independent Capital Advisers to its TotalView wealth management platform....
People & Products
Electronic platform provider FNZ has expanded its operations in the region with the appointment of Martin Jennings in the newly created position of chief operating office...
Financial planning
Platform provider Praemium has launched a mobile delivery capability for its V-Wrap online portfolio administration platform....
Policy & Regulation
Smaller platform providers claim large institutions that have financial products, administration services and distribution networks under one umbrella will find ways to p...
Policy & Regulation
Platforms should not wait to see what changes are introduced under the Government's Future of Financial Advice reforms, but rather should try and stay ahead of market nee...
Financial planning
Fixed and asset-based fees can co-exist as adviser remuneration methods as long as each method is used for the appropriate product, according to OneVue chief executive of...
Financial planning
Platform provider Praemium has launched a new insurance offering through its SMARTwrap and V-Wrap platforms, signing TAL as the underlying insurer....
Policy & Regulation
Platform provider HUB24 has restructured its investment service in response to the Government's proposed Future of Financial Advice (FOFA) reforms, becoming another playe...
Financial planning
The Financial Planning Association (FPA) has indicated it will open discussions with Treasury about whether some platforms should be regarded as pure administration tools...
Financial planning
Macquarie Wrap has finally broken through to take out the top position on the Wealth Insights Platform Service Level Report Rankings, with Colonial FirstWrap rated second...
Never miss the latest news and developments in wealth management industry
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...