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PLATFORMS
Financial planning
Financial advice network Viridian Advisory has selected CFS Edge as its wealth and managed account platform....
People & Products
The firm’s new platform has initially launched to assist self-directed retail investors and the firm has told Money Management of its ambition to add adviser-specific fea...
People & Products
HUB24 chair and non-executive director, Bruce Higgins, is to step down from the board after 11 years and the platform has named his replacement....
Financial planning
The platform has reported outflows of $2.6 billion in September, which it has chalked up to cyclical challenges in the macro-economic environment. ...
Financial planning
After a period of consolidation, platform experts are considering whether the market will now see the beginning of new entrants joining the space....
People & Products
Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...
Financial planning
A strategic focus on advisers has seen inflows from financial advisers to AMP’s North platform increase by 17 per cent in Q3 but total platform net cashflow has declined ...
Financial planning
HUB24 has unveiled a new solution, which will be available from November, to allow the platform to meet the needs of its lower balance advised clients. ...
People & Products
Iress has completed the sale of its managed funds administration business to SS&C Technologies with managed portfolio CEO John Harris to depart....
People & Products
While retail market leaders like Insignia had moderate increases, there were at least five platforms with significant rises in the last financial year, including BT’s $3...
Funds management
Five major platforms have reported significant growth in funds under administration in the last financial year and have carved out ambitious new targets moving forward....
Financial planning
With business revenue growing 17 per cent to $74.3 million, Praemium believes 2023 has seen key strategic decisions, such as divesting its international operations, pay o...
Financial planning
Platforms that already offer full functionalities are now opting to differentiate themselves based on specialisations and client segments, according to Recep Peker, as he...
Financial planning
HUB24 managing director, Andrew Alcock, believes there is a “clear pack of winners” gaining market share as traditional platforms exit while flagging the possibility of a...
Financial planning
HUB24 is targeting platform funds under administration of up to $100 billion by FY25 as it looks to build the ‘platform of tomorrow’....
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...