The integration will allow AdviceOS users to pull client data from myprosperity.
Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice software market.
Jeff Hall has left his position as chief operating officer of Midwinter.
COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in ...
The unintended consequences of new regulation can be costly without really benefitting the consumer, as consumers instead become inundated with ...
Andrew Whelan has been appointed to the newly-created role of chief distribution officer.
The financial planning software provider will increase investment in new features for its AdviceOS software with backing from Bravura.
The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently.
Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform.
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...
