OneVue and Proactive Portfolios have delivered a new managed discretionary account offering with a unique structure.
The Wingate Global Equity Fund — Wholesale Units has been added to the Macquarie Wrap platform, to provide investors with ...
New research from Investment Trends reveals planners are more willing than ever to switch both platforms and planning software in ...
A partnership between IRESS and netwealth will provide advisers with “straight-through processing” and decreasing back office inefficiencies through XPLAN software ...
Lonsec Investment Solutions adds its managed portfolio solutions to Macquarie Wrap and HUB24, following the addition to BT Panorama earlier.
Wrap platforms are increasingly evolving to meet the needs of investors looking offshore for growth, with the addition of managed ...
Independent advice groups are stepping away from platforms, opting for managed discretionary accounts instead, MGP reports.
Digital platforms lacked sophistication to provide future projections of investment mixes and enable consumers to understand investment models.
Global funds transaction network Calastone has implemented the Asgard platform to strengthen its collaboration with Westpac’s BT Financial Group.
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...
