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Financial planning
Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice software market....
Financial planning
The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....
Financial planning
Announced a month ago, the acquisition is now completed with AdviserLogic chief executive Daniel Gara staying in his role....
People & Products
AdviserLogic has joined the RegTech space and launched AdviserLogic Dashboards, which would allow AFSLs to monitor the compliance of their advisers. ...
People & Products
AdviserLogic has appointed IRESS’ Cath Perry as its executive manager – product and operations excellence, a role in which she hopes to “evolve [her] fintech dreams” and ...
People & Products
The financial planning software provider has teamed up with app integrator Zapier to offer a broad integration suite to advisers....
Tech
Risk tolerance assessment tool provider, FinaMetrica, and cloud-based system provider, AdviserLogic, have announced an integration that seeks to help advisers provide bet...
Financial planning
AdviserLogic has appointed former Premium Wealth Management CEO, Paul Harding-Davis, as a non-executive director....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...