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Showing 1 - 10 of 122 results for "Wealth platform"

HUB24 boosts adviser engagement with new hire

MATTHEW WAI  |  TUESDAY, 13 OCT 2026
HUB24 has appointed an executive hiring from Allianz Retire+ to oversee its technical services functions for better engagement with advisers. Justine Marquet has joined the platform as head of technical services, a role she held with Allianz Retire+ ...

BT adds to C-suite with new role

ELIZA BAVIN  |  TUESDAY, 6 OCT 2026
BT has appointed Adam Hett to the newly created role of chief product owner - digital, as it continues to expand the digital capabilities of Panorama. Hett will lead the strategy, performance and ongoing evolution of BT's digital channels, including ...

Clime suspended from ASX for missing audit deadline

RIDDHIMA TALWANI  |  THURSDAY, 1 OCT 2026
Clime Investment Management has been suspended from the ASX after it missed the September 30 deadline to lodge its audited annual report. Trading in Clime will remain suspended until after the FY26 annual report is released on the ASX. "While this is ...

Selfwealth expands into full-fledged wealth platform

RIDDHIMA TALWANI  |  MONDAY, 28 SEP 2026
Trading platform Selfwealth is launching three managed portfolios, expanding from online brokerage into a wealth platform. The three portfolios will be available to a small group of early access users today, with a broader rollout in the coming weeks. ...

Asset managers turn to outsourcing, AI: Survey

VINNY VUCAGO  |  WEDNESDAY, 16 SEP 2026
Global asset managers are sharpening their focus on core capabilities, increasing their use of outsourcing and tightening cost controls as they pursue more disciplined growth, according to a new Northern Trust survey. The Driving Growth in Asset Management ...

Andrew Hewison to step down after Pemba Capital investment

MATTHEW WAI  |  THURSDAY, 3 SEP 2026
... evolve." Pemba Capital Partners managing director Mark Bryan added: "Pemba has been exploring a partnership with a wealth platform for some time. Hewison stood apart: genuinely independent, a 40-year track record, and a culture built around its clients ...

Macquarie names new wrap platform lead

MATTHEW WAI  |  TUESDAY, 1 SEP 2026
... business. She was most recently the head of managed accounts for nearly three years at the company, and the head of wealth platform risk governance for two years before that. Prior to joining Macquarie, she held senior positions at Westpac, including ...

T. Rowe Price scales fixed income ETF offering via acquisition

RIDDHIMA TALWANI  |  MONDAY, 24 AUG 2026
T. Rowe Price has acquired US fixed income asset manager and exchange-traded funds (ETFs) specialist F/m Investments, expanding its capability to provide customised fixed income offerings to investors. F/m Investments has approximately US$19 billion ...

Bell Financial Group profit surges 133%

VINNY VUCAGO  |  FRIDAY, 14 AUG 2026
... across 35 transactions during the period, while the transition of existing clients to the new Bell Potter Private Wealth platform and expansion of its investment advice offering generated $500 million in new client inflows. Funds under advice stood at ...

Padua expands advice portal with AUSIEX partnership

VINNY VUCAGO  |  TUESDAY, 28 JUL 2026
Padua Solutions has expanded its Padua Advice Portal, naming AUSIEX as its exclusive broking partner as the advice technology provider looks to streamline advice generation, implementation and compliance for financial advisers. The partnership integrates ...
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