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...
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...
DASH has reported investment platform FUA growth of 46.9 per cent for 2023, largely driven by advisers adopting the software....
Wealth management and advice technology firm GBST has appointed a head of Asia Pacific, joining from SS&C Technologies. ...
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....
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...
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....
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...
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...