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....

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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....

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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...

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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

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 4 days ago