Equity Trustees has become the ‘operator’ of Sydney-based fintech start-up, uXchange, which is part of WealthO2's suite of adviser tech ...
Australian fintech, CXi Software, has announced Linchpin Capital Group Limited-owned Endeavour Securities (Australia) Limited has gone live on its unit ...
The industry veterans who co-founded BigFuture have brought a new wealth management app to market.
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi ...
Boosting efficiencies in advice practices by using technology will be central to managing revenue streams under new hybrid commission structures ...
Wayne Wilson looks at the top factors that drive and improve financial advice practice profitability.
Financial planners and accountants were hamstrung by the fact that software solutions for the two areas worked in silos and ...
Zurich Financial Services has launched a new mobile app off the back of beta testing with a panel of advisers.
As it becomes increasingly necessary for planners to provide goals-based strategic advice, Malavika Santhebennur asks if big data can help ...
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...
