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Showing 11 - 20 of 2498 results for "platforms"

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
... holdings spread across domestic and international brokers, alternative investments and cash management accounts. The platforms aggregates client data into a consolidated household and entity structure, while also layering in calculated income entitlements ...

AIOFP partners to launch adviser protection program

MATTHEW WAI  |  TUESDAY, 26 MAY 2026
... central role in delivering informed, personalised financial outcomes. Limiting their ability to operate, or inserting platforms directly into client relationships, creates friction and uncertainty - particularly at a time when access to advice is already ...

APRA funding levy rises to $253m

KARREN VERGARA  |  TUESDAY, 26 MAY 2026
... facing significant competition and consolidation. With this amount, APRA will focus its efforts on trustees improving platforms and investment governance. "Rectification and uplift requirements continue for deficient platform trustees. There also is ...

Platforms should be wary of cutting options: Experts

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
Experts have warned that cutting too many options on platforms could restrain client choice. Speaking at the Morningstar Investment Conference 2026 in Sydney, BT Financial Group chief executive Matt Rady noted the role of platforms as a core component ...

Data, compliance key to successful technology-enabled advice

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
... James Hammond said the reality is "no one sorted out their client data," meaning investments data is housed in disparate platforms and not easily accessible at once. "If your data is rubbish, it doesn't matter what AI you put on top of it, it's rubbish ...

AustralianSuper hires head of AI

ELIZA BAVIN  |  WEDNESDAY, 20 MAY 2026
... spent a decade, most recently as national chief technology officer for Australia and New Zealand. AustralianSuper chief platforms officer Mike Backeberg said appointing Carney was a major step in the fund's tech evolution. "Sarah has over two decades' ...

Bell Financial launches Tandem Capital

VINNY VUCAGO  |  WEDNESDAY, 20 MAY 2026
Bell Financial Group has announced the launch of Tandem Capital expanding its platforms division with a new margin lending and at-call investment offering aimed at advisers and their clients. The new business will provide advisers with access to margin ...

Russell Investments hires from BT

ELIZA BAVIN  |  TUESDAY, 19 MAY 2026
Russell Investments has welcomed a director of key accounts and platforms within the wealth team. Tonya Ripley has joined from BT where she was head of national accounts. Prior to that Ripley also held roles at HUB24 and AMP. "Tonya brings over 20-plus ...

North expands adviser support with new hire

VINNY VUCAGO  |  MONDAY, 18 MAY 2026
... platform continues expanding its adviser support and distribution capabilities. Lennis-Harvey will report to director, platforms growth and wealth distribution Kristine Goodwin, and will lead North's national business development strategy as the ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... advisers. Founded in 2010, Aequitas manages over $8 billion in client funds and runs its own proprietary investment platforms, Aequilibrium and Altum. On announcing his appointment, the group said that Stephan will lead their existing asset consulting ...