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Financial planning
As the needs of dealer groups and financial planners change in the wake of the evolving Future of Financial Advice (FOFA) reforms, platform enhancements will play a signi...
Financial planning
Initial integration plans have been completed that will bring AMP and AXA's products and platforms together, according to AMP....
Financial planning
Platform providers will have an ideal opportunity to manage and run the opt-in requirement on behalf of financial planners, once the Government's Future of Financial Advi...
Financial planning
Platform providers have closed the gap in their service offerings through innovative approaches to model portfolios and client portfolio management tools, according to th...
Financial planning
The major investment platform providers have embarked on aggressive advertising campaigns this year in a bid to differentiate themselves from one another, but whether the...
Policy & Regulation
Shadforth Financial Group chief executive Tony Fenning believes the implementation of the Future of Financial Advice (FOFA) reforms is likely to entail a lot of work with...
People & Products
Russell Investments has announced the appointment of a head of its Advice Centre, which the company said signalled its commitment to the delivery of limited advice....
Financial planning
Wraps, platforms and master trusts together experienced net inflows of $14.5 billion in the 2010 calendar year to $427.7 billion....
Financial planning
Praemium has entered an agreement with Tasmanian financial group MyState Financial and platform provider Powerwrap to launch a MyState badged version of the Powerwrap pla...
Financial planning
IOOF turns in strong result and positions for growth....
Financial planning
Consolidation is the big news in the financial planning platform industry. Janine Mace looks into how this is affecting the sector....
Financial planning
As the financial planning platform industry enters a new year that will see big changes, Janine Mace discovers it may not all be plain sailing....
Financial planning
As the financial services industry prepares for a major legislative change, experts claim that platforms remain at the heart of the financial advice industry. ...
Financial planning
New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...
People & Products
Zurich Investments has announced a key management appointment, recruiting Tim Meggitt as head of key accounts....
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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...