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July 23, 2018

Platform wars: challengers emerge, institutions respond→

July 23, 2018/ Plan For Life

The investment platform landscape has never been more competitive, with the advocacy of advisers key to a market surging towards $1 trillion.

Source: Professional Planner
https://www.professionalplanner.com.au/2018/07/platform-wars/

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July 23, 2018/ Plan For Life/ /Source
Platforms
Professional Planner
March 27, 2018

Managed account FUM rises past $50 billion→

March 27, 2018/ Plan For Life

To compare the growth of managed accounts with that of other retail financial services offerings, IMAP put its figures up against masterfund data over the same period, which Strategic Insight provided.

Source: Professional Planner
https://www.professionalplanner.com.au/2018/03/managed-account-fum-rises-to-50-billion

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March 27, 2018/ Plan For Life/ /Source
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Professional Planner
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Plan For Life

Leading financial services researcher covering managed funds, retirement and life insurance in Australia.

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