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People & Products
Research and ratings provider Chant West has launched a new ratings service that assesses the quality of Australian platform providers....
People & Products
BT has appointed Kathryn Cosentino from Insignia Financial as its head of product management for its platform business, effective from 4 May....
Financial planning
The number of Australian online investors continued to rise in the second half of 2021, helped by emerging brands continuing to expand their reach....
Financial planning
The annual Investment Trends platform report has revealed all platforms reported an increase in adviser satisfaction in 2021 but which platform came out on top?...
Financial planning
Easton Investments has announced an extension of its services to self-licenced financial advice practices, allowing licensees to access its practical quality advice platf...
Financial planning
A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create...
Financial planning
BT Panorama has recorded the second highest quarter net inflows of $2.44 billion for the June quarter since the platform’s launch. ...
Financial planning
Funds under administration on the HUB24 platform grew 141% to $41.4 billion in the last financial year as the firm saw 48% growth in adviser users. ...
Financial planning
An online platform will help advisers to prevent their clients from suffering financial abuse as misconduct rises during the COVID-19 pandemic. ...
Financial planning
Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...
Expert Analysis
Platform providers need to consider how they can best work together with advice practices to help them run smarter businesses, Edwina Maloney writes....
Financial planning
The further consolidation of institutionally-held platforms combined with the emergence of new models will dominate the platform providers market in 2021, according to Ad...
Expert Analysis
As more focus is given to intergenerational wealth transfer as clients get older, writes Shannon Bernasconi, advisers must ensure they can meet the needs of the younger g...
Financial planning
AMP has attacked what it is describing as lack of transparency in platform pricing to licensees and advisers at the same time as cutting fees on its own platforms....
Funds management
Over 38,000 BT Wrap customer accounts have been transferred to BT Panorama, with another $42 billion expected to be added by the middle of the year....
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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...