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Financial planning
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...
People & Products
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...
Financial planning
DASH has reported investment platform FUA growth of 46.9 per cent for 2023, largely driven by advisers adopting the software....
People & Products
Wealth management and advice technology firm GBST has appointed a head of Asia Pacific, joining from SS&C Technologies. ...
Financial planning
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....
Funds management
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...
Funds management
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....
People & Products
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 ...
Funds management
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...
People & Products
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...
Funds management
Colonial First State has added $3 billion in more than a dozen separately managed accounts from Infinity Asset Management to its Edge platform....
People & Products
The Westpac-owned platform has announced a range of new efficiencies through a new brand campaign to better serve clients and financial advisers....
People & Products
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 planning
Financial advice network Viridian Advisory has selected CFS Edge as its wealth and managed account platform....
People & Products
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...
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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...