PLATFORMS

Funds management

Iress’ investigation of a cyber breach that occurred last weekend has found it affected its OneVue production environment which contains client data. ...

Financial planning

AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic....

Funds management

Global fixed income fund Bentham Global Opportunities has been added to several major platforms, enabling it to be accessed more easily by financial advisers. ...

Financial planning

Financial advisers can now access Vanguard’s diversified managed account strategies on HUB24 and Netwealth, marking a “significant expansion” through new distribution cha...

Financial planning

With platforms reporting their quarterly results, there is a clear divide in the adviser markets they are targeting, according to platform specialist Recep Peker, and whi...

Financial planning

Praemium’s Powerwrap platform experienced net outflows of $53 million as advisers continued to transition, bringing total gross outflows from these transitioning advisers...

Financial planning

Platform HUB24 has reported $100 billion funds under administration in its latest quarterly results, helped by a 90 per cent rise in platform net inflows....

Funds management

The super and investment fund has added a spot bitcoin ETF from BlackRock to the CFS Edge platform, allowing advisers access to crypto assets....

Financial planning

BT has appointed a new chief product officer to replace Kathy Vincent as the company moves towards becoming a “simpler and stronger business”....

Financial planning

AMP North has reached $14 billion in assets under management in its managed portfolios, a 66 per cent annual increase....

Financial planning

Money Management compares the financial results of the top three Australian investment platforms – Netwealth, HUB24 and Praemium – for the first half of FY24....

People & Products

Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...

People & Products

Technology platform Praemium expects to be able to grow FUA on the OneVue platform by 50 per cent to $6 billion within 18 months of its acquisition....

People & Products

Iress has found a buyer for its OneVue platform business as it moves to streamline the business to three core segments of wealth management, trading and superannuation. ...

Financial planning

Iress chief executive Marcus Price has admitted the firm has seen clients re-evaluate their usage of Xplan and detailed future changes, as advisers complain the technolog...

 

MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

2 days 23 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

2 days 23 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

3 days 18 hours ago

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

10 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. ...

10 months ago

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

10 months 2 weeks ago