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Showing 1 - 10 of 2494 results for "platforms"

BT appoints new head of strategy

KARREN VERGARA | THURSDAY, 4 JUN 2026

... "significant shifts we're seeing in the market - from increasingly complex retirement needs through to the growing role platforms can play for advisers and their clients." "Simon brings deep experience across wealth management and product strategy ...

Pengana raises $150m for AI-focused LIT

KARREN VERGARA | WEDNESDAY, 3 JUN 2026

... manager classifies as "foundation models", and Databricks and Perplexity, which it describes as AI-enabled products and platforms that directly deliver functionality. Pengana chief executive Russel Pillemer said the fund has already contracted investments ...

Centrepoint Alliance acquires two advice firms

KARREN VERGARA | MONDAY, 1 JUN 2026

... Centrepoint's AFSL. Centrepoint now operates five core business lines: licensee services, financial advice, investments, platforms and lending. Chief executive John Shuttleworth said the new deals align with the group's disciplined capital deployment ...

'No basis' to ban independent trustee model: Equity Trustees

ELIZA BAVIN | THURSDAY, 28 MAY 2026

... Retirement Income Covenant (RIC). It said in its submission that recent licence conditions introduced by APRA on trustees of platforms will lead to some narrowing of investment choice on platforms. "Equity Trustees contends that this APRA initiative ...

ASX tech spend drives capex to $200m

KARREN VERGARA | WEDNESDAY, 27 MAY 2026

... total expenses. Much of this stems from technology cost inflation, and support and maintenance costs for new technology platforms for CHESS Release 1 and enterprise cloud, data and integration platforms. Several reform initiatives are also driving up ...

Scarcity Partners takes minority stake in Infocus

VINNY VUCAGO | WEDNESDAY, 27 MAY 2026

... complexity while preserving adviser independence. Industry participants have increasingly pointed to integrated technology platforms and operational support capabilities as key differentiators in attracting advisers and sustaining long term growth.

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 ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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