managedaccounts.com.au inks new partnership

20-Jul-2017|By Megan Tran

Managed discretionary account (MDA) provider managedaccounts.com.au has announced a new deal with advisory group The Wealth Partnership to implement a bespoke MDA service for the group’s financial planners. The decision followed a rev.. Read More




Feature: Estate planning

17-Jul-2017

While estate planning has traditionally been the domain of lawyers, the financial planning industry’s shift toward a more client-centric model in the wake of the Future of Financial Advice reforms has seen a gr.. Read More

ANZ Wealth unveils pre-assessment system

17-Jul-2017

ANZ Wealth has launched an automated pre-assessment system for its OneCare life insurance range, a move the company said was an industry-first initiative designed to save advisers’ time and improve the client e.. Read More

Franklin Templeton launches online training

17-Jul-2017

In an effort to provide greater levels of support for financial advisers, global asset manager Franklin Templeton Investments has created a new digital education platform specifically designed to help Australian advi.. Read More

FirstTech digital offering receives boost

14-Jul-2017

Colonial First State (CFS) has announced the next phase of digital enhancements to its FirstTech app aimed at giving advisers greater clarity over key legislative changes and reforms introduced by the government. .. Read More

Established platforms lag newcomers

14-Jul-2017

Investment Trends’ 2017 Planner Technology Report reveals that while financial planners’ needs are evolving, technology providers are struggling to keep up. The study, based on a survey of 533 finan.. Read More

BlackRock’s Barnes moves to digital role

14-Jul-2017

BlackRock’s former Australian chief operating officer Kathryn Barnes has assumed a new role as the group’s local head of digital technology. In a statement, BlackRock said Barnes, who will also take.. Read More

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