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Financial planning
Insignia Financial’s wrap platform, MLC Expand, has launched a new investment menu, delivering low-cost access to ETFs and term deposits for advisers and their clients....
Financial planning
AMP chief executive, Alexis George, believes the North platform is on a forward trajectory after a period of “stagnation” and is targeting consistent quarterly growth in ...
Financial planning
DASH Technology Group has announced a suite of enhancements for its core platform technology to better support advisers and the growing wholesale investment market....
Financial planning
While the acquisition of Insignia by CC Capital will help the business, Morningstar believes customer and adviser loyalty will be key as to whether it can regain its pre-...
Financial planning
Platform Netwealth has unveiled a wholesale-only platform solution, designed to meet the growing opportunity among high and ultra-high-net-worth investors....
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...
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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...