Franklin Templeton has completed its global integration of Martin Currie into ClearBridge Investments following its scrapping of the brand earlier ...
As planners show growing interest in wanting to pick and choose parts of different technology systems, IRESS has announced changes ...
Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single ...
Two years after emerging out of UBS Wealth Management, Crestone attributes its success to being an advice-only business with an ...
Risk tolerance assessment tool provider, FinaMetrica, and cloud-based system provider, AdviserLogic, have announced an integration that seeks to help advisers ...
Legal document provider Topdocs has announced an extension of its range of integration tools within BGL’s company compliance software, CAS ...
Suitebox has integrated with XPLAN to help increase client engagement through video capability.
FOFA reforms were never intended to address the issues that emerged out of vertically integrated advice businesses and needs to ...
Financial software provider Rubik Financial has extended its partnership with Temenos in a bid to overhaul its existing channel technologies ...
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...
