Australian fintech iFactFind and global financial planning technology firm Voyant have integrated their offerings to facilitate a range of services ...
One of the fundamental roles of a financial adviser is to understand the needs and objectives of each client and ...
The financial software provider has announced its acquisition of WealthConnect, a digital advice practice management and CRM system.
Ignition Wealth’s XPLAN consultancy team will now offer the Ignition Priority Assist Service to improve service efficiency.
Robo-advice startups are receiving considerable attention from the media, government, and the industry but there is a vast difference between ...
CXi Software has gone for experience in its selection of Stephen Williams as its new director of product and sales.
Independent financial data source, InvestmentLink, today announced Midwinter as the first financial planning software company to operate its RealTime data ...
A new managed account business, MA Operator, has launched into the industry this week, which would target financial advisers to ...
JBWere has put aside its internal system and chosen to move to Praemium’s V-Wrap, with the agreement’s potential annual value ...
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...
