PLATFORMS

Financial planning

HUB24 is targeting platform funds under administration of up to $100 billion by FY25 as it looks to build the ‘platform of tomorrow’....

People & Products

As Westpac retains the BT platform business, a senior member of staff has returned to the firm after departing last year to lead its platform strategy....

People & Products

There are three standout platforms dominating the advice market, based on feedback to Adviser Ratings, as the shrinking pool of advisers become a powerful arbiter....

Financial planning

Keeping great service, integrating with advisers’ existing processes and making it easy to work with are the three guiding principles for CFS in the development of its E...

People & Products

HUB24 and BT Panorama have announced new features to their respective platforms in a step towards supporting client engagement and efficiencies, and driving down adviser ...

Financial planning

AMP has announced a new executive structure for platforms and advice and is actively recruiting a group executive for superannuation and investment....

Financial planning

HUB24 has published its Q4 results for the FY22–23, reporting a 14.6 per cent decrease in platform net inflows but a 15 per cent rise in adviser usage....

Financial planning

Inflows to Praemium have decreased from almost $3 billion to $1.3 billion in the FY22–23 although positive market movements still helped the firm see a rise in funds unde...

Financial planning

Wraps, platforms and master trusts FUM declined to $982.5 billion over the year to end of March 2023, although some market leaders like HUB24 and Netwealth experienced do...

Financial planning

Reporting its quarterly results for the three months to 30 June, the firm said it has seen funds under administration increase by $4.4 billion although outflows remain at...

Financial planning

BT chief executive, Matt Rady, has shared with Money Management what the firm plans to do with its platform business after it concluded its sale process this week....

People & Products

The global wealth management platform has appointed Kirsty Gross as a non-executive director of FNZ Custodians, underpinning FNZ’s expansion goals into the wider Asia-Pac...

People & Products

HUB24 has announced the appointment of a former Challenger chief financial officer as a non-executive director on its board of directors. ...

People & Products

EXCLUSIVE Six months into the role, Praemium’s chief strategy officer, Denis Orrock, has explained how he is positioning the platform technology company for growth....

People & Products

Acting platforms distribution head, Jason Brown, has been formally tapped to lead BT Panorama’s 70-person strong distribution team. ...

 

MARKET INSIGHTS

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adviser losses will be less severe in 2024, yes because there are next to none left. ...

2 days 22 hours ago
JOHN GILLIES

What does he do after three years???.He sits FEW EXAMS GETS THEM RIGHT ONCE and he can apply again promising to be a go...

4 days 17 hours ago
Ross Smith

I have been making this advocation for more than 10 years, that banning a financial adviser like this is hopeless like a...

4 days 17 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 3 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 1 week ago

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

10 months 3 weeks ago