News : Platforms

ASIC acts on AMPFP over managed account services

April 4, 2019

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

March 5, 2019

Jason Spits

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

February 28, 2019

Darin Tyson-Chan

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

February 28, 2019

Malavika Santhebennur

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

February 25, 2019

Jason Spits

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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Administration, Platforms

Class unveils integration with Macquarie Wrap

February 20, 2019

Malavika Santhebennur

Class has integrated with Macquarie Wrap to deliver an automated solution for managed accounts data.

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Investments, Platforms

Macquarie joins OpenInvest platform

February 19, 2019

Jason Spits

Macquarie Investment Management (MIM) has been added to the OpenInvest platform, joining six other investment managers on the fledgling service.

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Platforms, Regulation

Cashwerkz value strengthens post royal commission

February 12, 2019

Darin Tyson-Chan

A cash investing service provider believes the banking royal commission has improved its value to financial advisers and their SMSF clients.

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Investments, Platforms

BT adds CoreSeries managed accounts to Panorama

January 21, 2019

Malavika Santhebennur

BT has launched its CoreSeries range on BT Panorama, offering six active diversified managed portfolios.

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Platforms

Hub24 posts record quarterly inflows

January 15, 2019

Jason Spits

Hub24 has recorded its largest single quarter of net inflows, totalling $1.48 billion, driven in part by the transition of a large managed discretionary account (MDA) to the platform. Net inflows to the end of the December quarter increased by 167.4 per cent compared to the prior corresponding quarter, rising from $554 million to $1.48 […]

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