First Sentier Investors has added two separately managed account portfolios to the HUB24 IDPS and HUB24 Super menu suite. ...
Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....
Financial advisers are likely to find themselves with fewer choices of investment platforms as the sector appears to be on the brink of a further round of consolidation....
The platform provider also experienced a decrease of $0.7 billion in funds under administration during the March quarter....
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
ClearView has backed HUB24 to be its strategic platform provider in a deal covering $1 billion in funds under administration....
The exit of the big banks and the consequent net outflows from the big institutional platforms is playing to the strengths of specialist platform providers....
The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....
HUB24 has posted record first half net inflows of $2.5 billion thanks to both new and existing adviser relationships....
The Aoris International fund has been added to BT’s Wrap and Panorama platforms....
Durand Oliver has been appointed as distribution manager to the independent platform provider....
DNR Capital has announced that its Australian Emerging Companies Fund has been added to six new platforms....
Laura Dew explores how the managed account space could change in the future as the industry awaits the conclusion of an ASIC review of the sector....
The need for ‘joined up’ digitisation is one of the biggest technology challenges in financial advice, according to a panel....
Accelerated institutional dislocation will facilitate growth in the mid-tier segment, according to HUB24....
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...