PLATFORM

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. ...

Financial planning

Wealth management platform provider, Acclaim Wealth, has appointed Terry Constable as its chief executive. ...

Financial planning

The super and investment services platform has reported underlying profit growth, despite a spike in outflows across both its FUA and FUM portfolios. ...

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People & Products

Former Iress chief executive, Andrew Walsh, has taken up a position as chair of the board at a wealth platform. ...

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Financial planning

Financial planning group Fiducian has seen its adviser numbers rise by 27% in the first half of the financial year thanks to an acquisition and new office openings....

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Funds management

Economic uncertainty and a shift in market sentiment have been attributed to a 42% plunge in the wealth management firm’s net FUA inflows....

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Funds management

North, AMP’s investment platform, has announced their new managed portfolio service ‘Buy, Badge, Build’. ...

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People & Products

Insignia Financial has announced enhancements to its Expand wrap to allow greater flexibility for advisers and clients....

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Funds management

Westpac has confirmed the potential sale of the Asgard and BT Panorama platform is still a consideration as funds under administration on BT Panorama declines 8%....

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Financial planning

Netwealth has released a report showing significant demand among Australians for guidance on responsible investing....

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Financial planning

In an environment of adviser exodus, HUB24 has reported adviser growth of 13% in the past year. ...

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People & Products

Quarterly net inflows at Praemium increased 115% in the September quarter to $659 million after a difficult prior quarter....

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People & Products

BT is increasing the help available for support teams in advice firms to drive efficiencies in the back-office system....

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People & Products

North’s managed portfolio offering has reached $6 billion in assets under management, more than double the size last August....

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Tech

Legal profession-focused super fund legalsuper has partnered with Link Group to launch a cloud-based digital platform....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago