Balancing power and sophistication for calculations and modelling with an interface easy for advisers to use and even show clients ...
Referrals are one of the most important sources of business for advisers. But until now, management of them was on ...
For InvestorWeb Research’s senior investment analyst Rodney Sebire, the growing interest from advisers to add in-house research offerings to their ...
FinaMetrica (formerly ProQuest) has successfully launched in the United Kingdom following a nine-month pilot program, that has coincided with the ...
By Jason SpitsFinancial services technology provider PlanTech ConsultingGroup has experienced encouraging industry support for its new planning software tool, 4Cast, ...
Financialservices groupAvivaand its platform business Navigator are to roll out the group’s revised PlanIt Financial planning software and will consider ...
By John WilkinsonFormerAvanteosfounder and director Mike Polkinghorne has returned to the financial services market with the launch of a software ...
FINANCIAL planning software providerXplan Technologywill integrate the risk profiling system of FinaMetrica (formerly ProQuest) after the two groups signed a ...
Troubledaccounting and financial planning consolidator Stockford has lost three of its Canberra based advisers to rivalFiducian Financial Services.The three advisers ...
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...
