PLATFORMS

People & Products

Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...

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....

 

MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 17 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 18 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago