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Financial planning
Fiducian’s Auxilium platform has been identified as a strong capability and growth opportunity at the firm, having recently opened up to external advisers for the first t...
Financial planning
BT is offering its first private markets managed account on the BT Panorama platform as interest in alternatives grow among high-net-worth investors. ...
Financial planning
Newly launched wealth technology platform HeirWealth has appointed multiple senior industry figures to its advisory board including former MLC CEO Geoff Lloyd as chair....
Financial planning
Colonial First State has reached $1 billion in funds under administration on its Edge platform, having launched last August. ...
Funds management
Iress’ investigation of a cyber breach that occurred last weekend has found it affected its OneVue production environment which contains client data. ...
Financial planning
AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic....
Funds management
Global fixed income fund Bentham Global Opportunities has been added to several major platforms, enabling it to be accessed more easily by financial advisers. ...
Financial planning
Financial advisers can now access Vanguard’s diversified managed account strategies on HUB24 and Netwealth, marking a “significant expansion” through new distribution cha...
Financial planning
With platforms reporting their quarterly results, there is a clear divide in the adviser markets they are targeting, according to platform specialist Recep Peker, and whi...
Financial planning
Praemium’s Powerwrap platform experienced net outflows of $53 million as advisers continued to transition, bringing total gross outflows from these transitioning advisers...
Financial planning
Platform HUB24 has reported $100 billion funds under administration in its latest quarterly results, helped by a 90 per cent rise in platform net inflows....
Funds management
The super and investment fund has added a spot bitcoin ETF from BlackRock to the CFS Edge platform, allowing advisers access to crypto assets....
Financial planning
BT has appointed a new chief product officer to replace Kathy Vincent as the company moves towards becoming a “simpler and stronger business”....
Financial planning
AMP North has reached $14 billion in assets under management in its managed portfolios, a 66 per cent annual increase....
Financial planning
Money Management compares the financial results of the top three Australian investment platforms – Netwealth, HUB24 and Praemium – for the first half of FY24....
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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...