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Financial planning
Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital. ...
Financial planning
The big banks once dominated the platform space but they have been supplanted by HUB24, Netwealth, and Praemium....
Funds management
Separately managed accounts on Macquarie Wrap investment platform have exceeded $1 billion in funds under administration....
Features
Mike Taylor writes that astute riding of the regulatory cycle combined with an acute understanding of adviser needs has helped reshape the Australian platform market....
Features
Mike Taylor writes that platforms are rapidly evolving to meet both planner needs and Australia’s rapidly changing demographics — something which has given rise to the av...
Funds management
The Wingate Global Equity Fund — Wholesale Units has been added to the Macquarie Wrap platform, to provide investors with exposure to the growth of global markets....
Financial planning
ANZ will launch its Grow Wrap after partnering with Macquarie in February, and will pilot a health and wellness pilot to relieve insurance costs for clients. ...
Funds management
Colonial First State’s platform offerings are back to their best in the eyes of financial planners, taking the top two spots in Wealth Insights’ Service Level Report....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...