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Financial planning
HUB24 has appointed Matt Willis from Vanguard as an executive general manager of platform growth to strengthen the platform’s relationships with industry stakeholders....
Financial planning
Pinnacle Investment Management has made a strategic investment in private capital investment firm FinCap to support a new managed accounts platform....
Financial planning
Reviewing the results for FY25, Money Management explores which listed platforms have seen the strongest growth in funds under administration....
Financial planning
Departed advisers from wealth manager Escala Partners has significantly contributed to outflows of $251 million from Powerwrap for Praemium....
Financial planning
With the role of BDMs evolving, AMP chief executive Alexis George admitted the firm “didn’t spend enough time on selling” and a renewed focus on this division is successf...
Financial planning
AMP’s platform has seen net cash flow increase 63 per cent in Q2, while its superannuation and investment division returned to positive cash flow for the first time since...
Financial planning
Platform-based superannuation funds are beating out industry fund models when it comes to adviser satisfaction, with service quality playing a key role in advisers’ decis...
Financial planning
HUB24 has seen net inflows of $5.3 billion in the fourth quarter of FY25, helped by $1.2 billion from Equity Trustees which concluded its 18-month migration....
Financial planning
Having reset its market focus to high-net-worth advisers, Praemium’s administration solution has been selected by Bell Potter in a deal that increases the platform's fund...
Financial planning
The top-performing investment platforms of 2025 have been revealed in the latest Money Management Advice Tech Review Survey by Agile Market Intelligence....
Financial planning
AMP has partnered with BlackRock and research house Lonsec to provide a model portfolio capability on its North platform that offers “portfolio customisation at scale” to...
Financial planning
Two advice platforms have been identified by Adviser Ratings as standouts for efficiency as time-pressured advisers become evermore fickle in their platform selection. ...
Financial planning
The rise of artificial intelligence (AI) is a “massive enabler” for Australia’s investment platforms, says HUB24 and Netwealth, as they seek to lead this technological di...
Financial planning
Wealth platform Mason Stevens has welcomed a chief strategy officer to lead the expansion of its UHNW segment, who joins from Morgan Stanley....
Financial planning
Funds under administration on the BT Panorama platform have passed $120 billion in the last six months as it progresses its migration of Asgard into the platform....
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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...