PLATFORMS
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....
Financial planning
Experts believe rival licensee AMP and technology software firms could be next on the list for private equity firms looking to enter the Australian market. ...
Financial planning
AMP has launched household consolidated reporting across multiple clients to North Interactive in response to adviser feedback....
Funds management
Praemium has entered into a strategic partnership with alternative investments platform Stropro to expand advisers' access to structured products. ...
Financial planning
ASX-listed platforms HUB24, Netwealth, and Praemium have used their AGMs to detail how they are using artificial intelligence to improve their processes and the innovativ...
Financial planning
Praemium has said it is open to investing in artificial intelligence “in a big way” as it believes it can transform the business and details how it is already being used ...
Financial planning
Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live. ...
Funds management
Just one day after Selfwealth received a “highly attractive” acquisition bid from Bell Financial Group, it has received a second non-binding indicative proposal from a ri...
Financial planning
Advisers will now be able to tap into global markets on the platform through international signature managed accounts from global managers like T. Rowe Price and Lazard. ...
Financial planning
Praemium is pivoting the business to offer a “white gloves” service as it launches a three-year strategy to be the leading platform for high-net-worth advice....
Financial planning
With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility ...
Funds management
HUB24 has seen a 44 per cent rise in quarterly platform net inflows during the first three months of FY25, while adviser numbers rose 17 per cent....
Funds management
Reach Alternative Investments CEO, Sam Phillips, says its strategic alliance with HUB24 will “expedite its expansion” into the wealth market as it embarks on discussions ...
Financial planning
Platform HUB24 has taken a minority stake in an alternative investment company to design and offer a range of alternative products to financial advisers. ...
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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...