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Financial planning
AMP has announced a senior appointment to its North leadership team, reinforcing the firm’s commitment to the advice industry....
Financial planning
AMP’s advice platform has announced three additions to its managed account menu with the new funds aimed to help advisers with clients’ income protection and fixed income...
Financial planning
Wealth technology platform HeirWealth has announced a partnership with Hatch Accountants to support the intergenerational wealth transfer....
Financial planning
High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25....
Financial planning
Going forwards, advisers’ use of platforms will be divided into those “core” offerings and “peripheral” ones, with those in the latter category facing an existential thre...
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....
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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...