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

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

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 21 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days 1 hour ago