PLATFORM PROVIDER

Funds management

The investment funds platform has reported an 87% surge in its statutory net profit despite subdued net inflows. ...

Funds management

HUB24 has recorded net inflows for FY18 of $2.4b, up 24.1 per cent on the previous corresponding period....

People & Products

netwealth has delivered Futuro Financial Services a white-labelled diversified portfolio solution entailing Sterling Managed Investments and Joseph Palmer & Sons....

News

Financial services technology platform provider, Praemium has posted record revenue for the half-year ended 31 December....

Financial planning

Netwealth has partnered with Beulah Capital to launch two new private label managed account services for Choice Capital and Ashfords Wealth Advisors. ...

Knowledge Centre

Platform providers will play a critical role in assisting planners in preparing for the impeding flood of retirees coming out of the workforce over the next 20 years, Col...

Funds management

HUB24 is partnering with Southeastern, Arnhem, and AllianceBernstein to expand stock portfolio opportunities to Australian investors....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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