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Financial planning
AMP has updated shareholders on its portfolio simplification program, stating negative short-term profit impacts from strategic decisions around banks and platforms will ...
People & Products
The annual platform report from Investment Trends has shared which platform has taken the top spot for overall functionality this year. ...
People & Products
BT’s head of platform distribution, Chris Mather, is to join CFS as the firm gears up to launch its new Edge platform next quarter....
People & Products
Contrarian asset manager Allan Gray has informed financial advisers and investors of its decision to exit its platforms business, Allan Gray Solutions....
People & Products
There is likely to be increased platform consolidation in the market, according to two industry leaders, but firms may find it harder to merge than they expect....
People & Products
Research and ratings provider Chant West has launched a new ratings service that assesses the quality of Australian platform providers....
People & Products
BT has appointed Kathryn Cosentino from Insignia Financial as its head of product management for its platform business, effective from 4 May....
Financial planning
The number of Australian online investors continued to rise in the second half of 2021, helped by emerging brands continuing to expand their reach....
Financial planning
The annual Investment Trends platform report has revealed all platforms reported an increase in adviser satisfaction in 2021 but which platform came out on top?...
Financial planning
Easton Investments has announced an extension of its services to self-licenced financial advice practices, allowing licensees to access its practical quality advice platf...
Financial planning
A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create...
Financial planning
BT Panorama has recorded the second highest quarter net inflows of $2.44 billion for the June quarter since the platform’s launch. ...
Financial planning
Funds under administration on the HUB24 platform grew 141% to $41.4 billion in the last financial year as the firm saw 48% growth in adviser users. ...
Financial planning
An online platform will help advisers to prevent their clients from suffering financial abuse as misconduct rises during the COVID-19 pandemic. ...
Financial planning
Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...
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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...