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Showing 1 - 10 of 2517 results for "platforms"

Advisers lean on AQF7 to meet education standards: Rainmaker

MATTHEW WAI  |  FRIDAY, 24 JUL 2026
... level is not evidence of non-compliance. Rainmaker noted the pathway to reaching these standards is now shrinking, as platforms and dealer groups "competing for adviser share can segment on route." "... pathway-reliant books skew senior and will retire ...

Fight between SMC and FSC on super rages on

RIDDHIMA TALWANI  |  WEDNESDAY, 22 JUL 2026
... exposure to growth assets and have lower risk-adjusted returns. The SMC also stated FSC's asserted financial benefits of platforms exclude the cost of advice, while having an ongoing adviser is an inherent requirement for most consumers invested on super ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... back, past the alternatives nobody quite understands. There is an estimated $1 trillion dollars sitting across them, platforms have carved out an important place for themselves in the wealth industry: an online supermarket distributing investment products ...

New alternative investment firm lands in Sydney

MATTHEW WAI  |  MONDAY, 20 JUL 2026
... fund to be on the approved product list (APL)... We are currently in the process of onboarding with a couple of the platforms. We're already available on non-custodial with HUB24, and we're having discussions with Netwealth, Mason Stevens, Praemium ...

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
... at T. Rowe Price, where he was responsible for the firm's intermediary strategy, client relationship management with platforms, managed account providers and dealer groups. Prior to that, he spent 10 years at NAB and MLC where he started his career ...

KKR injects $400m into Ampol

RIDDHIMA TALWANI  |  MONDAY, 13 JUL 2026
... energy retailer with its refinancing initiatives. The transaction was supported by KKR's private credit and insurance platforms. KKR partner and head of Asia credit and markets Diane Raposio said: "We are focused on providing flexible capital to ...

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
... HeirWealth Atlas users on an opt-in basis, is believed to be the first of its kind among Australian wealth reporting platforms. The MCP sever connects HeirWealth's consolidated data layer directly AI assistants using the open Model Context Protocol standard ...

ASIC consolidates compliance rules for platforms

RIDDHIMA TALWANI  |  WEDNESDAY, 8 JUL 2026
ASIC has consolidated legislative instruments for platforms to make it more centralised and easy to find. It said this reflects its commitment to simplify complex ASIC instruments. ASIC also removed and updated requirements, including replacing quarterly ...

Australian Unity names new wealth chief

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
... capability to bring the company forward. "[Gopal] has a strong track record in building and scaling integrated wealth platforms and delivering improved customer outcomes through technology-enabled solutions with a clear focus on supporting strong member ...

Euroz Hartleys sells capital markets arm to Canada's BMO

RIDDHIMA TALWANI  |  TUESDAY, 30 JUN 2026
... will scale its local presence and combine its metals and mining franchise with Australia's premier equity distribution platforms and will create a fully integrated global capability. "This is a defining step forward in strengthening our position as the ...
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