News : Platforms

Investments, Platforms

Why managed account popularity is set to rise

use of managed accounts

Industry research has shown the popularity and use of managed accounts is set to rise, but significant additional education about these offerings is still required.

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Administration, Platforms

Praemium expands SMSF admin service

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Praemium has continued to build out its SMSF administration service, offering tax and audit reporting services to further benefit existing clients.

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Appointments, Platforms

Wealthtrac acquired by fintech firm

SMSF technology firm Wealthtrac has been acquired by Spitfire Corporation, which has expanded its leadership team by appointing two executives.

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Investments, Platforms

OpenInvest adds to board

Susan Allen is the latest appointment to OpenInvest’s board of directors.

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Investments, Platforms

Clime makes first retail play via OpenInvest

Clime Investment Management will enter the retail market for the first time by offering four funds through the OpenInvest platform.

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Investments, Platforms

ASIC acts on AMPFP over managed account services

Shifts in the provision of managed accounts has resulted in additional licence conditions being imposed on AMP Financial Planning.

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Accounting, Compliance, Platforms

Advice firm offers licensees new compliance solution

A Victorian advice firm has teamed with a large-scale software developer to offer advice groups a new compliance system.

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Administration, Compliance, Platforms

Migration main focus for SuperConcepts

New SuperConcepts chief executive Adrian Urquhart has nominated service consolidation and growth as his key priorities.

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Education, Platforms, Superannuation

Hub24 unveils education service

Hub24 has announced the release of a managed portfolio education facility for financial advisers that will be available in different formats.

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Investments, Platforms

Capital-protected fund pitched at retirees

A Brisbane-based boutique manager has opened a new capital-protected equities fund pitched at the pre and post-retirement sector.

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