FINCLEAR

Funds management

A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....

Financial planning

Phillip Capital Limited has announced it will cease providing advice to retail clients in Australia following a sale agreement with Sequoia Wealth Management for its priv...

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Funds management

FinClear has partnered with Shadforth Financial Group to deliver trading, clearing and settlement services, as well as its TradeCentre front-end technology....

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People & Products

FinClear has announced it has added four new team members this year, following on from a year of 120 per cent growth in staff. ...

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People & Products

Australian wealth management tech provider, FinClear, has rolled out a low-cost managed account solution. ...

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Financial planning

Australian clearing, settlement and wealth management technology firm FinClear has acquired the core technology assets of Dion Australia....

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Never miss the latest news and developments in wealth management industry

Gee

Not possible to coninue if the cost is given to remaining advisors ...

13 hours 38 minutes ago
Murray Wilkinson

In Australia this was the country of a "Fair Go". This Government is using us. We need direct action and we need to figh...

15 hours 41 minutes ago
mark mclennan

I am reading a lot about the unfairness of CSLR, QAR etc etc and it is clear that there is massive inequity taking place...

18 hours 32 minutes ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago