PLATFORMS

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...

Financial planning

In its half-yearly results, Netwealth’s FUA has risen to $78 billion with net inflows of $9.5 billion, largely underpinned by a new cohort of financial advisers adopting ...

Financial planning

HUB24’s underlying NPAT was $30.4 million in the first half of FY24 while the firm is expecting net inflows to double in the second half to reach a full-year record of $1...

Financial planning

Platforms are pivoting to take on the role formerly held by large licensees in providing adviser education, according to platform specialist Recep Peker, as well as impro...

People & Products

In its latest annual platform report, Investment Trends reveals which investment platform has taken the top spot for functionality, as HUB24 and Netwealth vie for first p...

Financial planning

DASH has reported investment platform FUA growth of 46.9 per cent for 2023, largely driven by advisers adopting the software....

People & Products

Wealth management and advice technology firm GBST has appointed a head of Asia Pacific, joining from SS&C Technologies. ...

Financial planning

Iress remains steadfast to deliver on its promise of being an incumbent in the financial software market, which will include offering AI toolkits to advisers....

Funds management

Licensee switching by advisers has led Praemium to report $334 million in net outflows in the December quarter on its ultra-high net worth platform Powerwrap with the rat...

Funds management

A transition of Insignia Financial’s private label to HUB24 has helped the firm’s quarterly platform inflows and number of advisers using the platform....

People & Products

Ushering in a new chapter of growth, the Australian investment platform has announced a key internal appointment as its founder Matt Leibowitz transitions to the role of ...

Funds management

The financial services platform has provided updated results from last financial year and expected FY24 earnings as it nears completion of its transformation program by t...

People & Products

Adviser Ratings has identified two smaller platforms, which are making inroads in challenging established players in the market, as well as eight factors driving advisers...

Funds management

Colonial First State has added $3 billion in more than a dozen separately managed accounts from Infinity Asset Management to its Edge platform....

People & Products

The Westpac-owned platform has announced a range of new efficiencies through a new brand campaign to better serve clients and financial advisers....

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