TECHNOLOGY PLATFORM

Funds management

The funds platform has described performance over the March quarter as “solid”, despite a $740 million drop in net inflows....

Funds management

The investment funds platform has reported an 87% surge in its statutory net profit despite subdued net inflows. ...

People & Products

Northern Trust has launched a range of new client dashboards for Omnium, its middle and back office technology platform for alternative fund administration....

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Features

Mike Taylor writes that astute riding of the regulatory cycle combined with an acute understanding of adviser needs has helped reshape the Australian platform market....

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Features

Mike Taylor writes that platforms are rapidly evolving to meet both planner needs and Australia’s rapidly changing demographics — something which has given rise to the av...

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Financial planning

The technology platform developed by a former financial adviser is developing some market momentum among accounting and advice groups....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 1 hour ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 4 hours ago