ADVISERLOGIC

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

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 16 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 4 days ago