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...

1 month 3 weeks ago

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

2 months ago

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

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago