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Platforms’ role expanding thanks to tech advances, falling costs and advice gap

Greater efficiencies and technological advances have made platforms integral to investment outcomes, and they are increasingly helping advisers focus more on client relationships by leaving the nuts and bolts up to automated tools, according to a panel of industry leaders.

Lisa Uhlman | 24th May 2023 | More
Next gen platforms surge while adviser FUA doubles

Netwealth and HUB24 are expected to continue eating the incumbents’ lunch, according to UBS. Meanwhile, as adviser numbers have halved the average amount of money they manage has doubled.

Nicki Bourlioufas | 2nd Dec 2022 | More