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Financial planning
Advice technology firm GBST has upgraded its WealthConnect platform to meet the evolving needs of advisers....
Financial planning
The newly launched high-net-worth offering, Spectrum, has boosted funds under administration at platform Praemium, rising to $62.3 billion....
Financial planning
Insignia Financial has experienced total quarterly net outflows of $1.8 billion as a result of client rebalancing, while its multi-asset flows halved from the prior quart...
Financial planning
Wealth technology platform HeirWealth has announced an integration with Class Super so advisers can link their accounts with the platform....
Funds management
Platform Netwealth has reported its financial results for the first half of FY25, reporting an 80 per cent increase in net flows, with its CEO viewing a “huge opportunity...
Financial planning
AMP chief executive Alexis George says the company is “living and breathing organic growth” as it enters the final year of its business simplification program and looks t...
Funds management
The growth of active ETFs is placing strain on technology providers, according to Calastone, as vehicles become more complex. ...
Financial planning
Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital. ...
Funds management
Managed investment platform DomaCom has appointed an experienced artificial intelligence leader as its new chair, joining from the same firm as its newly appointed chief ...
Financial planning
AMP MyNorth has announced a number of enhancements to its sustainable managed portfolios amid strong adviser demand for value-aligned investment options....
Financial planning
Two months after reporting its highest-ever quarterly growth, Netwealth announced it has passed $100 billion in funds under administration. ...
Financial planning
AMP has reported its Q3 results and provided a progress update on the divestment of its advice division to Entireti. ...
Financial planning
Financial advice software DASH Technology Group has received a further $10 million investment from Bailador Technology Investments to fund its acquisition of Integrated P...
Financial planning
Iress has announced the completed sale of its UK mortgages arm, representing the fourth and largest divestment successfully executed under its transformation strategy....
Financial planning
The digital financial advice platform has reported strong growth over the past six months, driven by a surge in customers and the growing demand for advice. ...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...