PLATFORMS
Financial planning
A growing trend in the platform space is determining how to look after individuals who have been orphaned by their advisers, according to Investment Trends....
Financial planning
With the results for the first half of FY25 now in, Money Management takes a look at which of the three ASX-listed investment platforms has seen the highest FUA growth....
Financial planning
As another 32,000 HNW investors say they plan to enter the private market investment space in the next 12 months, platforms are having to “act swiftly” to strengthen thei...
Financial planning
Praemium has stated it is seeking accretive acquisition opportunities in the area of non-custodial solutions where it believes it can further grow its dominant market sha...
Financial planning
Investment Trends has named HUB24 as the top investment platform in terms of overall functionality for the third year in a row....
Financial planning
HUB24 has seen record net inflows of $9.5 billion for the first half of FY25, driven by new advisers joining the platform and favourable market conditions....
Financial planning
Fiducian Group has enjoyed double-digit growth in its FUMAA and NPAT for the first half of FY25, as it looks to boost adviser numbers to 150 through potential acquisition...
Financial planning
Rather than competing on fees, platforms are aiming to stand out by helping advisers achieve scale and efficiency in their practices, offering an even greater range of se...
Financial planning
Investment fund infrastructure provider FundBase Group is set to launch a new platform for Australian retail investors looking to enter the private markets universe....
Financial planning
Wealth management technology provider Bravura could be the next potential target for private equity firms, with commentators identifying how CEO Andrew Russell has enacte...
Financial planning
The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker, as the adviser cohort becomes a valuable targ...
Financial planning
Praemium has seen its highest net inflows in over two years for Q2 FY25 as its Powerwrap platform returns to inflows after five consecutive quarterly outflows....
Financial planning
New adviser and licensee relationships have helped Netwealth to expand its business pipeline in the latest quarter as it reports $4.5 billion in quarterly inflows....
Financial planning
Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, t...
Financial planning
The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...