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Showing 1 - 10 of 68 results for "Platform Service"

AIOFP partners to launch adviser protection program

MATTHEW WAI  |  TUESDAY, 26 MAY 2026
The Association of Independently Owned Financial Professionals (AIOFP) is partnering with DASH to provide financial advisers with a new white labelling capability for platform access. The Foundation Advisers Wrap will allow advisers to retain access ...

FNZ wins mandate, names APAC head

JAMIE WILLIAMSON  |  TUESDAY, 18 MAR 2025
... 0.11% for anything over $20,000. OneVue recently advised its super fund clients it was discontinuing its DIO platform service. Among them, NGS Super opted to close its Self-Managed DIO offering. The mandate win for FNZ comes as it appoints a group head ...

Scams prevention framework consultation released

ELIZA BAVIN  |  MONDAY, 16 SEP 2024
... respond to scams. The Minister said the framework will first apply to banks, telecommunications, and digital platform service providers - beginning with social media, paid search engine advertising and direct messaging services. RMIT cyber security expert ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
Iress has offloaded its platform business with $4 billion in funds under advice (FUA) to another ASX-listed firm. Praemium will soon be the new owner of Iress's OneVue Platform Business (IOPB), agreeing to pay $1 million in cash and an additional ...

Zenith welcomes group head of product

CHLOE WALKER  |  TUESDAY, 16 JAN 2024
Zenith Investment Partners (Zenith) has appointed Matt Warren to the newly created role of group head of product. Warren brings over 15 years of experience to the role, having spent the last five years at Colonial First State (CFS) as its director of ...

HUB24 sets sights on $100bn FUA

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
HUB24 is confident that it is on track to reach a $100 billion funds under administration milestone in 2025. In a quarterly update released this morning, the investments platform announced it hit $91.2 billion at the end of December 2023, up 25% year ...

Platform fees, poor resourcing a red flag for regulator

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2023
The chief executives of major platform operators in the UK have received letters from the regulator, flagging concerns around poor disclosure of fees and under-investment in technology. In the letter, the Financial Conduct Authority's director of consumer ...

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
Equity Trustees has inked a deal with SuperConcepts to ensure the clients of Australian Executor Trustees' platforms business continue to receive specialist administration services. When EQT acquired AET from Insignia Financial last year, it flagged ...

Vanguard restructures retail unit, creates executive roles

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
... Vanguard Super, with a strong start seeing over $500 million in assets under management to date, while our investor platform service has gone from strength to strength through the ongoing enhancement of our product and service offering." In other departments ...

Allan Gray transfers platform, exits super

JAMIE WILLIAMSON  |  MONDAY, 6 MAR 2023
... Financial Standard, the firm said: "Allan Gray took the decision after it became clear that it couldn't deliver the platform service sustainably and to its standards of service and administration under the current arrangement in the ever-demanding regulatory ...
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