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 ...
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...
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...
Colonial First State has added $3 billion in more than a dozen separately managed accounts from Infinity Asset Management to its Edge platform....
The Westpac-owned platform has announced a range of new efficiencies through a new brand campaign to better serve clients and financial advisers....
AMP’s investment platform has added a socially responsible fund to its menu following increasing adviser demand for ESG products, alongside six actively managed portfolio...
Financial advice network Viridian Advisory has selected CFS Edge as its wealth and managed account platform....
The firm’s new platform has initially launched to assist self-directed retail investors and the firm has told Money Management of its ambition to add adviser-specific fea...
HUB24 chair and non-executive director, Bruce Higgins, is to step down from the board after 11 years and the platform has named his replacement....
The platform has reported outflows of $2.6 billion in September, which it has chalked up to cyclical challenges in the macro-economic environment. ...
After a period of consolidation, platform experts are considering whether the market will now see the beginning of new entrants joining the space....
Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...
A strategic focus on advisers has seen inflows from financial advisers to AMP’s North platform increase by 17 per cent in Q3 but total platform net cashflow has declined ...
HUB24 has unveiled a new solution, which will be available from November, to allow the platform to meet the needs of its lower balance advised clients. ...
Iress has completed the sale of its managed funds administration business to SS&C Technologies with managed portfolio CEO John Harris to depart....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...