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Showing 131 - 140 of 6969 results for "Platform"

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
Entireti is partnering with global financial technology firm Communify to build a digital platform which uses artificial intelligence (AI) to centralise data for its advisers and clients. Entireti's ERA platform will gather, analyse and organise data ...

Government looks to better define roles of regulators

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
Minister for financial services Daniel Mulino said the government is looking into the information various regulatory bodies seek from the financial services industry to cut red tape. "We rightly, I believe, have multiple regulators in financial services. ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
Ironbark will consolidate 15 businesses under a new single brand, Ironbark Financial Group. The parent company will operate sub-brands that include Ironbark Advice, Ironbark Private Wealth and Ironbark Investment Solutions. Ironbark Advice encompasses ...

Influx of data weighing on legacy systems

ELIZA BAVIN  |  WEDNESDAY, 18 MAR 2026
... the data in a consistent way and have a singular integration model." Singh said this creates issues when a third-party platform wants to access to an institution in terms of security and compliance concerns. "With the compliance lens on top of it, there ...

Sequoia advances InterPrac takeover talks

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
Sequoia Financial Group said it is in "advanced discussions" with an unnamed buyer interested in taking over InterPrac Financial Planning. Updating shareholders on the future of InterPrac, Sequoia said "discussions remain incomplete and there can be ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
... financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised SMSF portfolios were allocated to ETFs in 2025. This compares to self-directed investors' allocation of ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
... the next growth opportunity for sector innovation, index managed portfolios remain most popular among advisers on its platform. AMP head of portfolio design and management Stuart Eliot said even with much of the discussions on private markets in managed ...

ASIC warns Gen Z against chasing unrealistic crypto gains

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
... tailored to individual circumstances. At the same time, ASIC has refreshed the Moneysmart website, its consumer education platform, to make it more engaging and relevant for Australians of all generations. "This refresh helps ensure Moneysmart provides ...

MA Financial expands marina network to Gold Coast

RIDDHIMA TALWANI  |  FRIDAY, 13 MAR 2026
... complementary addition to our existing portfolio and aligns with our strategy of growing a high-quality east coast marina platform." The MA Marina Fund provides exposure to a diversified portfolio of marinas along Australia's east coast. Its portfolio ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... July, Pinnacle made a strategic investment in FinCap Group to support the launch of a private assets managed accounts platform for Australian financial advisers and their wholesale clients.