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WILL DAVIDSON

Financial planning

Praemium has taken control of the wealth management platform, following it’s off-market transfer which will be 100% completed by November....

People & Products

Powerwrap will provide Wattle Partners’ investor clients with platform administration for a wide variety of asset classes....

Financial planning

Wealth platform, Powerwrap Limited has reported the underlying net profit after tax loss of $5.4 million....

Funds management

Challenger platforms are expected to continue to benefit from industry concerns around wealth management....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago