PLATFORMS

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....

Financial planning

Inflows to Praemium have decreased from almost $3 billion to $1.3 billion in the FY22–23 although positive market movements still helped the firm see a rise in funds unde...

Financial planning

Wraps, platforms and master trusts FUM declined to $982.5 billion over the year to end of March 2023, although some market leaders like HUB24 and Netwealth experienced do...

Financial planning

Reporting its quarterly results for the three months to 30 June, the firm said it has seen funds under administration increase by $4.4 billion although outflows remain at...

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