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....
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....
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...
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
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...