POWERED BY MOMENTUM MEDIA
INVESTMENT PLATFORM
Funds management
InvestSMART has announced a partnership with online platform Market Matters to launch a new investment offering with four diversified portfolios....
Financial planning
Praemium has seen net outflows of $414 million over the June quarter with Powerwrap outflows eight times higher than the previous quarter, and the platform expects this t...
Financial planning
The financial planning technology group has entered into a binding share purchase agreement to acquire Integrated Portfolio Solutions, set to bring DASH’s FUA above $15 b...
Financial planning
The Rask Group, in partnership with InvestSMART’s new investment platform, has announced three ETF strategies, aimed at empowering financial advisers to create and manage...
People & Products
Investment platform Pearler has announced an investment app for parents to invest on behalf of their children, aiming to build financial literacy....
Platforms & wraps
The investment platform has issued its first financial results update following the sale of its international business. ...
People & Products
Charter Hall Direct funds have received positive ratings from Lonsec and Zenith across its suite of open unlisted property funds....
Funds management
GAM acquires a leading UK asset manager and launches a new systematic investment platform, amid rising scalable systematic investment. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...