Tag: Platforms

Best interest considerations in platform choice for investors

Much debate in Australia at the moment around platform pricing, and with the royal commission going on, the whole subject of what platforms are in relation to the client’s best interest is kicking up. My observation is that a lot of this discussion is naturally coming from an industry centric perspective, and incremental improvements from…
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Why an ASX trading platform may be best for delivering your firm’s SMSF proposition

There has been much recent debate regarding the future of the platform market as competing services and technologies are starting to emerge, that provide legitimate alternatives for practices that are looking to gain a competitive edge. Lets be clear from the start – with net positive fund flows in excess of $27bill during 2013 (Plan…
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Changes In Industry Architecture

I have been speaking a lot recently about how the industry architecture is changing, changing in line with regulatory change from being a product lead and product distribution architecture to a more consumer centric architecture. So what is the difference ? Does the new architecture still involve platforms ? Yes (but they move from being…
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‘Platforms’ to be fought out in front office

Some extensive discussion and articles over here in the UK about that the platform battle will be fought out in the front office. Sorry, weren’t platforms about holding investments for investors…doesn’t seem like that anymore… I think what we are seeing is the difference in the concept of a ‘platform’ to hold investments, trade, execute,…
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Platforms in 2012

Great article on the Tria Partners website about trends for investment platforms in 2012 http://www.triapartners.com/triapartners-blogs.php?article=content/Blog-Platforms%20in%202012&type=MjQ= Industry pressures acknowledged are: As we all know, the retail platform business model is under pressure from: • A large and growing self-directed investor segment which is using SMSFs as its preferred vehicle • Rotation by planners away from managed…
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Advisers shy away from main platforms

Fees, poor support to blame By Kate Kachor Mon 08 Sep 2008 A large number of financial advisers have stopped using one main platform in favour of many, new industry data has found.           A large proportion of financial planners have admitted to dropping given retail platforms in the last 12…
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