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Showing 1 - 10 of 50 results for "Platform Services"

AIOFP partners to launch adviser protection program

MATTHEW WAI  |  TUESDAY, 26 MAY 2026
... retain access to the platform while their clients' assets remain in place." AIOFP has also established Foundation Platform Services (FPS) to drive the rollout of the platform, which is positioned to generate revenue for the association. The revenue will ...

FNZ wins mandate, names APAC head

JAMIE WILLIAMSON  |  TUESDAY, 18 MAR 2025
... "[FNZ] have a strong reputation in the Australian financial services industry and currently provide investment platform services to several large banks and superannuation funds," CareSuper said. "We're confident that by partnering with FNZ to deliver ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... funds, superannuation, and investments, in late 2020 for $115 million. OneVue had two core divisions: funds and platform services. "Throughout the review process we have been impressed by the quality of the IOPB people and client base. The ability to ...

Zenith welcomes group head of product

CHLOE WALKER  |  TUESDAY, 16 JAN 2024
... development, including engagement with end users in developing funds management products, super and investment platform services and digital products," Huddy said. "This experience will serve him well in his role to align Zenith's local product strategy ...

HUB24 sets sights on $100bn FUA

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
... $91.2 billion at the end of December 2023, up 25% year on year. Of the total FUA, some $72.4 billion comes from platform services, while Portfolio, Administration and Reporting Services (PARS) comprises $18.8 billion. HUB24 said the last quarter of 2023 ...

Platform fees, poor resourcing a red flag for regulator

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2023
... investments and savings between platforms are typically longer than they should be. "Customers lose access to platform services due to system outages or other operational resilience failures. This is of particular concern when platforms are undergoing ...

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... administration services. When EQT acquired AET from Insignia Financial last year, it flagged it intended to exit the platform services space, having primarily acquired the business for its trustee services capabilities. This deal is EQT executing that ...

Equity Trustees confirms AET acquisition

CASSANDRA BALDINI  |  MONDAY, 22 AUG 2022
... business offers a comprehensive range of services across Australia through two divisions - trustee services and platform services. EQT's primary focus is the trustee services division. Platform Services comprise AET's self-managed super funds ...

FinClear to acquire BNY subsidiary

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... takeover Pershing Securities Australia in a bid to scale and enhance Holder Identification Number (HIN)-based platform services. FinClear said it is too early in the process to comment on how staff members will be impacted by the acquisition. As the ...

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... Perpetual WealthFocus and AMP Flexible Lifetime comprised the top three platforms. Rainmaker also found one platform services 2200 advisers on average based on the total population of 20,667. One adviser uses six platforms on average. "Delving more deeply ...
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