PLATFORMS
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...
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....
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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...