POWERED BY MOMENTUM MEDIA
PLATFORMS
Financial planning
The acquisition of Ipac is bringing about a sea change at AXA. John Wilkinson spoke to AXA’s Australian chief executive officer Andy Penn....
Financial planning
The AXA group has set itself an ambitious target to generate $1 billion worth of inflows into its new Generations master trust platform within 12 months....
Financial planning
Australian Unity has surpassed the $2 billion funds under management barrier for the first time in its 164-year old history after reporting record inflows of $438 million...
Financial planning
St George Bank owned dealer Securitor has lost planning group Aspire Financial Services after the Melbourne-based boutique struck a deal with Snowball Group - a move the ...
Financial planning
Boutique dealer support and services company Paragem has signed up its second client since it was launched in May by former Sealcorp head, Ian Knox....
Financial planning
BT Financial Group has signed a deal with Newcastle Permanent Building Society to badge BT’s wrap suite as the core platform within the NSW central coast firm’s wealth ma...
Financial planning
Portfolio Partners is aiming to combat the fierce competition faced by fund managers when seeking exposure to platforms and dealer group recommended lists by creating a n...
Financial planning
Tyndall Investment Management has appointed Penny Chin to the newly created position of credit and portfolio risk analyst within its fixed interest team....
Financial planning
Just a few years ago, individually managed accounts (IMAs) were heading for the top of the charts with a bullet. Things didn’t work out exactly as planned, writes John Wi...
Editorial
SMA International, a soon-to-launch individually managed account (IMA) firm, is aiming to give the IMA market a much needed shot in the arm by offering wrap platforms and...
Financial planning
The platform industry is underperforming in key areas of service delivery to financial advisers, including accuracy of reporting and processing, according to a damning ne...
Financial planning
The St George Bank owned Asgard group has revamped its eWrap platform in a bid to boost its appeal to financial planners at a time when advisers are increasingly likely t...
Financial planning
ING has reduced its fees and added more investment options to its retail master trust, OneAnswer, in a move suggesting heightened competition in the platform space is for...
Financial planning
Pengana Capital and Barclays Global Investors are both stepping up their dealer group and platform focus with the appointment of a national distribution manager and a na...
Financial planning
Rob Keavney argues systematic rebalancing adds returns, reduces volatility and ensures planners don’t leave clients with maximum exposure at market crests – so why isn’t ...
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...