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Financial planning
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 ...
Financial planning
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. ...
People & Products
Iress has completed the sale of its managed funds administration business to SS&C Technologies with managed portfolio CEO John Harris to depart....
People & Products
While retail market leaders like Insignia had moderate increases, there were at least five platforms with significant rises in the last financial year, including BT’s $3...
Funds management
Five major platforms have reported significant growth in funds under administration in the last financial year and have carved out ambitious new targets moving forward....
Financial planning
With business revenue growing 17 per cent to $74.3 million, Praemium believes 2023 has seen key strategic decisions, such as divesting its international operations, pay o...
Financial planning
Platforms that already offer full functionalities are now opting to differentiate themselves based on specialisations and client segments, according to Recep Peker, as he...
Financial planning
HUB24 managing director, Andrew Alcock, believes there is a “clear pack of winners” gaining market share as traditional platforms exit while flagging the possibility of a...
Financial planning
HUB24 is targeting platform funds under administration of up to $100 billion by FY25 as it looks to build the ‘platform of tomorrow’....
People & Products
As Westpac retains the BT platform business, a senior member of staff has returned to the firm after departing last year to lead its platform strategy....
People & Products
There are three standout platforms dominating the advice market, based on feedback to Adviser Ratings, as the shrinking pool of advisers become a powerful arbiter....
Financial planning
Keeping great service, integrating with advisers’ existing processes and making it easy to work with are the three guiding principles for CFS in the development of its E...
People & Products
HUB24 and BT Panorama have announced new features to their respective platforms in a step towards supporting client engagement and efficiencies, and driving down adviser ...
Financial planning
AMP has announced a new executive structure for platforms and advice and is actively recruiting a group executive for superannuation and investment....
Financial planning
HUB24 has published its Q4 results for the FY22–23, reporting a 14.6 per cent decrease in platform net inflows but a 15 per cent rise in adviser usage....
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Podcast
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...