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Wealth

A new global research report has revealed that only around a third of investors think the platforms they and their advisers use have got the digital experience right.

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Financial planners are improving their attitude to technology as the COVID crisis has acted as a catalyst for many to embrace digital ways of doing business, according to an advice industry body.

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The investment platform has lured almost $2 billion in net inflows over the March quarter, with its acquisitions driving its growth and its platform funds more than doubling from a year prior.

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Praemium's funds under management reached a new record for the March 2021 quarter amidst a “busy period” for its Australian platforms.

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Data administrator Link Group has partnered with wealth technology provider Retirement Essentials, to roll out a personal advice offering for superannuation clients.

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