PlatformPlus gives Infocus advisers and AFSLs access to technology to help them with compliance, advice management, revenue management and risk management. As an all-in-one solution, it reduces the ...
Operating since 2000, Astute Financial offers aggregator services, insurance and wealth management services with a loan book of over $20 billion. “Centrepoint secures 100 per cent of the financial ...
Dimensional Fund Advisors has expanded its global equities suite with the launch of the Dimensional Global High Profitability Trust as it reaches US$1 trillion in assets under management (AUM). The ...
Cboe Australia says the past year reflected an “inflection point” for active ETFs with almost 50 active ETFs launched. In an annual review, the exchange said 2025 saw 47 active ETFs launched and 11 ...
Future developments are planned to include functionality such as automatic task creation, data summarisation across workflow, audio inputs, integrated reporting across business dashboards, and ...
Acenda Life has launched a new guaranteed retirement income solution as research showed Australians are increasingly concerned about outliving their savings in retirement. The insurer said its new ...
Magellan is considering moving into fixed income as part of a broadening of its fund range as it releases its H1 results. In its results for the six months to 31 December, the fund manager announced a ...
The government has released its proposed sustainable investment product labelling regime following industry consultation last year in its bid to improve clarity and investor confidence in this space.
Two advice licensees – WT Financial and Fiducian – have reported their first-half results for the six months to 31 December. For Fiducian, the firm reported a 9 per cent rise in funds under management ...
Insignia chief executive Scott Hartley has responded to questions that, given its strong half-year performance, the price paid by acquirer CC Capital may too be low. US private investment firm CC ...
During the 12 months to 31 December, the firm reported US$3.9 billion ($5.4 billion) in net outflows compared to US$20.2 billion in inflows in the previous year. These were almost exclusively ...
The firm announced it has now merged with FMA Wealth, an advice firm founded by Frank MacDonagh in 2001, which Esencia said highlights its commitment to scaling its operations without compromising on ...