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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....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...