- Posts tagged Investment platforms
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'Platformonopoly' - investment platforms now and in the future
At the recent 2011 Wraps, Platforms and Mastertrusts conference on the Sunshine coast, Hunt's Group senior consultant Wayne Wilson presented valuable insights about where he believes the platform industry is going.
With our RSDataWeb data automation & integration solution we follow the space very closely, as our customers and their clients have massive investments placed on platforms. We always make sure that we fully automate the data flow from sources like the platforms to RSDataWeb and from there to the endpoints, i.e. accounting reporting and tax lodgements.
Enjoy!
Posted by Wolf Schumacher
Financial Planners and Investment Platforms
Financial Planners are in the public eye at the moment, more than ever before. A number of government and professional reform projects are underway, consequently the profession is undergoing a lot of change.
Money Management has put together a highly competent rundown of the relationship between Financial Planners and investment vehicles that are generally considered to have been built for the Financial Planning profession, helping them to easily recommend and place investment alternatives for their clients. Being mostly owned and run by large institutions, platforms and wraps are not without criticism by investors and the accounting profession, though, particularly concerning fees and transparency.
Individual investors and Trustees of SMSFs that are managing their investments themselves and don't use investment managers or financial advisers, are increasingly critical of platforms and wraps.
The article below carefully examines the views of specialist researchers such as Investment Trends and the insights of industry specialists, such as Andrew Bird, Executive Director of our partner organisation Sharesight and former Morningstar CEO:
Posted by Wolf Schumacher
