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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

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago