The annual Investment Trends platform report has revealed all platforms reported an increase in adviser satisfaction in 2021 but which platform came out on top?...
Easton Investments has announced an extension of its services to self-licenced financial advice practices, allowing licensees to access its practical quality advice platf...
A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create...
Funds under administration on the HUB24 platform grew 141% to $41.4 billion in the last financial year as the firm saw 48% growth in adviser users. ...
BT Panorama has recorded the second highest quarter net inflows of $2.44 billion for the June quarter since the platform’s launch. ...
An online platform will help advisers to prevent their clients from suffering financial abuse as misconduct rises during the COVID-19 pandemic. ...
Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...
Platform providers need to consider how they can best work together with advice practices to help them run smarter businesses, Edwina Maloney writes....
The further consolidation of institutionally-held platforms combined with the emergence of new models will dominate the platform providers market in 2021, according to Ad...
As more focus is given to intergenerational wealth transfer as clients get older, writes Shannon Bernasconi, advisers must ensure they can meet the needs of the younger g...
AMP has attacked what it is describing as lack of transparency in platform pricing to licensees and advisers at the same time as cutting fees on its own platforms....
Over 38,000 BT Wrap customer accounts have been transferred to BT Panorama, with another $42 billion expected to be added by the middle of the year....
Independent financial advisers who are unencumbered by vertically integrated institutional models will be able to save costs with greater access to a broader platform and...
Some platforms have been contacting clients about potential advice fee changes without the knowledge of their adviser, according to WealthO2....
Exposure to the three leading wealth platform stocks has helped the Pengana Emerging Companies fund so far this year as smaller players outpace traditional bank-owned pla...
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...