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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....
Financial planning
Independent financial advisers who are unencumbered by vertically integrated institutional models will be able to save costs with greater access to a broader platform and...
Financial planning
Some platforms have been contacting clients about potential advice fee changes without the knowledge of their adviser, according to WealthO2....
Funds management
Exposure to the three leading wealth platform stocks has helped the Pengana Emerging Companies fund so far this year as smaller players outpace traditional bank-owned pla...
Financial planning
The big banks once dominated the platform space but they have been supplanted by HUB24, Netwealth, and Praemium....
Financial planning
Financial advisers have expressed consternation that Asgard has signaled that it will be turning off one-off adviser fees on MySuper accounts. ...
Funds management
Xplore Wealth shareholders have benefitted from the firm’s acquisition by HUB24 after shares rose 216%....
Superannuation
BT has detailed its Panorama superannuation pricing to a key parliamentary committee. ...
Financial planning
As platform migrations and consolidation occur, new data is pointing to a still small but growing number of advisers choosing to use industry funds. ...
Funds management
Praemium has reported a 42% increase in pre-tax profit from $5.4 million a year ago to $7.7 million in the FY2020 but a client transition meant funds under administration...
Expert Analysis
There are ongoing questions, writes Shannon Bernasconi, over how platforms are funded and whether clients are fully understanding of what service they are receiving....
Funds management
US-based fund manager, GQG Partners, has announced it has been awarded a $20 million allocation from boutique investment advisory firm PlayfairTan to its global equity st...
Financial planning
Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....
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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...