Shannon Bernasconi, co-founder and managing director of WealthO2, has left the firm with her role being taken over by chief ...
The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends.
Class has named former Mortgage Choice and REA Group senior executive, Andrew Russell as its new chief executive.
Cloud-based SMSF specialist Class Super has entered into a partnership with Countplus.
Cloud-based SMSF specialist, Class Super has added a record 31,503 accounts in the past financial year.
Figures from a Class Super report do not support fears SMSF exposure to residential property was contributing to the booming ...
SMSF administration provider, Class has introduced new filters aimed at assisting clients to deal with the latest super changes.
Stockspot has chosen Class Portfolio to deliver investment and a tax reporting solution to its clients, as well as advisers ...
Cloud accounting software company, Class, has partnered with managed account technology, MA Operator, which provides direct client portfolio services for ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
