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Financial planning
Mason Stevens has partnered with independent ultra-high net worth advisory firm GloryHouse to leverage its platform for investment management and client services. ...
Financial planning
AMP has appointed a former funds management chief to a newly-created role of director for platform growth and wealth distribution. ...
Financial planning
Fintech firm WealthX has launched a new platform to help streamline advisers’ client processes leveraging its recent partnership with Padua Solutions. ...
Financial planning
AMP has reported a 61 per cent rise in inflows to its platform, with net cash flow passing $1 billion for the quarter, but superannuation fell back into outflows....
Financial planning
The launch of a low-cost menu for BT Panorama will allow advisers to service a wider range of clients from one platform and potentially run a more profitable business, ac...
Funds management
Strong adviser engagement has helped Praemium reach $1 billion in inflows on its Spectrum offering, with a deal with Western Australian wealth firm Euroz Hartleys expecte...
Financial planning
Wealth management platform provider Netwealth has announced a partnership with FinClear to streamline trading capabilities for advisers. ...
Financial planning
Investment platform Praemium has announced an integration with fund services firm Clearstream’s platform into Praemium Spectrum, expanding advisers’ access to global fund...
Financial planning
Big four bank Westpac is seeking to expand the BT Panorama investment offering through strategic alliances as well as launching a low-cost offering....
Financial planning
AMP’s advice platform has unveiled a low-fee investment menu aimed at expanding advisers’ client base by targeting individuals with less complex needs, in response to adv...
Financial planning
Financial planning technology provider GBST has completed a significant upgrade of its Composer platform for its APAC clients....
Financial planning
Global wealth management platform FNZ has reached US$2 trillion in assets on its platform as it launches an Advisor AI solution to improve adviser productivity....
Financial planning
Netwealth chief executive Matt Heine has explained the platform is focused on accelerating its share of the affluent advice market as its NPAT reaches $116 million. ...
Financial planning
Insignia Financial’s wrap platform has appointed Heidi Press, former HUB24 head of product management, to spearhead the design and delivery of the MLC Expand platform. ...
Financial planning
HUB24 has added almost 600 advisers in the 2025 financial year as the platform capitalises on opportunities presented in wealth management....
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Podcast
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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...