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Financial planning
The investment platform has released a suite of improvements for its users, designed to enhance adviser efficiency and optimise client engagement....
Financial planning
BT’s latest research has identified the top 10 most important attributes for financial advisers when selecting a platform provider....
Financial planning
Praemium has seen net outflows of $414 million over the June quarter with Powerwrap outflows eight times higher than the previous quarter, and the platform expects this t...
Financial planning
The financial planning technology group has entered into a binding share purchase agreement to acquire Integrated Portfolio Solutions, set to bring DASH’s FUA above $15 b...
Financial planning
HUB24 has reported a 138 per cent rise in quarterly net platform inflows to $5 billion, helped by a large migration from Equity Trustees....
Financial planning
The investment platform’s FUA grew by $3.3 billion to $88 billion over the June quarter, as current transactions provide a “high level of confidence” for FY25. ...
Features
The rise of self-licensed financial advisers is creating a “once in a generation” opportunity for platforms as they are prompted to select their platform of choice for th...
Financial planning
The financial advice software provider has appointed a new chief technology officer replacing Ted Tsao as the firm enters its next growth stage....
Financial planning
Platform HUB24 has appointed a former MLC and NAB senior executive to its board as a non-executive director....
Financial planning
North, AMP’s wrap investment platform, has added six new managed portfolios to its investment menu and launched an interactive tool for financial advisers....
Financial planning
Fiducian’s Auxilium platform has been identified as a strong capability and growth opportunity at the firm, having recently opened up to external advisers for the first t...
Financial planning
BT is offering its first private markets managed account on the BT Panorama platform as interest in alternatives grow among high-net-worth investors. ...
Financial planning
Newly launched wealth technology platform HeirWealth has appointed multiple senior industry figures to its advisory board including former MLC CEO Geoff Lloyd as chair....
Financial planning
Colonial First State has reached $1 billion in funds under administration on its Edge platform, having launched last August. ...
Funds management
Iress’ investigation of a cyber breach that occurred last weekend has found it affected its OneVue production environment which contains client data. ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...