platform

Financial planning

HeirWealth partners with Sydney advisory firm

Wealth technology platform HeirWealth has announced a partnership with Hatch Accountants to support the intergenerational wealth transfer....

Financial planning

Netwealth FUA ends FY25 at $112.8bn

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

‘Peripheral’ platforms facing exit threat as adviser needs evolve

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

GBST evolves tech platform to meet changing adviser needs

Advice technology firm GBST has upgraded its WealthConnect platform to meet the evolving needs of advisers....

Financial planning

Spectrum offering boosts Praemium FUA

The newly launched high-net-worth offering, Spectrum, has boosted funds under administration at platform Praemium, rising to $62.3 billion....

Financial planning

Client rebalancing leads to Insignia outflows

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

HeirWealth in partnership with Class Super

Wealth technology platform HeirWealth has announced an integration with Class Super so advisers can link their accounts with the platform....

Funds management

Netwealth sees 80% rise in net flows

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’s George puts growth back on the agenda

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

Active ETF innovations strain technology providers

The growth of active ETFs is placing strain on technology providers, according to Calastone, as vehicles become more complex. ...

Financial planning

Insignia announces $2.3bn quarterly inflows, third Bain Capital bid

Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital. ...

Funds management

DomaCom appoints AI expert as chair

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 sustainable portfolios see enhancements

AMP MyNorth has announced a number of enhancements to its sustainable managed portfolios amid strong adviser demand for value-aligned investment options....