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PLATFORMS
Financial planning
The wealth management platform has released its FY24 results and is planning to capture platform migration occurring among financial advisers to drive future growth. ...
Financial planning
The migration of the MLC platform to Expand caused disruption in platform flows for Insignia in FY24 as advisers “lost patience” with delays, while the firm flagged its r...
Financial planning
The platform race is “ours to lose”, says HUB24’s chief executive Andrew Alcock, as it reports a 62 per cent rise in annual platform net inflows in FY24. ...
Financial planning
Netwealth has seen a “strong start to the year” with FUA up 25 per cent and is hopeful of the AMP advice divestment bringing new clients to the platform....
Financial planning
With the exit of over 1,000 advisers from AMP, questions have been asked as to how this will affect assets on the North platform. ...
Financial planning
The investment platform has released a suite of improvements for its users, designed to enhance adviser efficiency and optimise client engagement....
Financial planning
BT’s latest research has identified the top 10 most important attributes for financial advisers when selecting a platform provider....
Financial planning
Praemium has seen net outflows of $414 million over the June quarter with Powerwrap outflows eight times higher than the previous quarter, and the platform expects this t...
Financial planning
The financial planning technology group has entered into a binding share purchase agreement to acquire Integrated Portfolio Solutions, set to bring DASH’s FUA above $15 b...
Financial planning
HUB24 has reported a 138 per cent rise in quarterly net platform inflows to $5 billion, helped by a large migration from Equity Trustees....
Financial planning
The investment platform’s FUA grew by $3.3 billion to $88 billion over the June quarter, as current transactions provide a “high level of confidence” for FY25. ...
Features
The rise of self-licensed financial advisers is creating a “once in a generation” opportunity for platforms as they are prompted to select their platform of choice for th...
Financial planning
The financial advice software provider has appointed a new chief technology officer replacing Ted Tsao as the firm enters its next growth stage....
Financial planning
Platform HUB24 has appointed a former MLC and NAB senior executive to its board as a non-executive director....
Financial planning
North, AMP’s wrap investment platform, has added six new managed portfolios to its investment menu and launched an interactive tool for financial advisers....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...