POWERED BY MOMENTUM MEDIA
PLATFORMS
Financial planning
The rise of platforms is killing off small funds managers, with advisers today placing only half the assets direct with managers that they did three years ago....
Financial planning
The success of a dealer group is often measured by adviser numbers. However, examining the assets of the dealer group – that is, the funds under advice and the productivi...
Top 100
This marks the seventh year Money Management has produced the Top 100 Dealer Groups Survey and it remains the most extensive report of its type in the industry. The surve...
Financial planning
ING Investment Management has launched the ING Global High Dividend Fund, which it claims is Australia’s first to select stocks on the basis of their dividend yields....
Financial planning
Boutique Australian equity manager Prime Value has secured its first listings on two retail platforms....
Financial planning
BT Financial Group has cut total ongoing fees on 52 of its wholesale and institutional investment funds by an average 17 per cent, with some cuts as high as 32 per cent....
Financial planning
In a pre-choice attempt to attract do-it-yourself (DIY) superannuation investors, ING has halved minimum investment amounts and cut management expense ratios (MERs) for i...
Financial planning
Despite being on offer for just a year, Asgard Elements has taken top spot in the platform category of this year’s Assirt/Wealth Insights Service Level Awards, while Macq...
Financial planning
UK insurer Aviva has finally acted on adviser demand for ‘baby’ platforms, and will release a simplified, low cost version of Navigator called Navigator Access....
Financial planning
Is history haunting change in financial planning distribution?...
Financial planning
Skandia may be one of the newer players in Australian financial services, having only opened for business in 2001, but the firm does come with extensive experience....
Financial planning
With $2.3 billion in funds under management and sitting at position 18, the Challenger Financial Group has just made it into this year’s list of the Top 20 largest platfo...
Financial planning
Australian Unity is one of the Rising Stars in the retail platform sector, having increased funds under management to its own platform by 65 per cent during December 2003...
Financial planning
There are numerous reasons for the success of badged or ‘white label’ wraps, but none more significant than the benefits of scale they offer both the platform providers a...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...