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CLOUD

Funds management

As BetaShares launches an exchange traded fund focused on cloud computing, which ASX-listed cloud stocks have done well in the past year?...

People & Products

Cloud-based technology company Class has made three new appointments to the senior executive team to support chief executive Andrew Russell drive their ‘reimagination’ st...

SMSF

BT Financial Group has partnered with software provider BGL Corporate Solutions to move accountants onto the cloud....

Policy & Regulation

BGL Corporate Solutions had added 56,000 companies and 7,500 trusts to its cloud compliance software offering in its first five weeks....

Policy & Regulation

The Tax Practitioners Board has released guidance to assist tax professionals to understand their legal obligations around cloud computing....

Financial planning

While there has been a 46 per cent uptake on cloud software year-on-year planners are still concerned over security and migration, IT on Cloud believe....

Accounting

GPS Wealth has announced the launch of a cloud-based statement of advice tool for accountants, which would produce SOAs for setting up SMSFs, among other functions....

Funds management

Wealth management fintech BigFuture has today unveiled an update to their cloud-based application....

Funds management

Australian fintech and wealth manager, BigFuture, has completed a $520,000 capital raising as it looks to build its service capabilities....

Financial planning

To help build solutions and create efficiency, OnPay and AdviserLogic have integrated to make fee and commission data available for AdviserLogic users....

Funds management

Peer-to-peer investment startup SelfWealth will roll out a new brokerage solution aiming to 'revolutionise' online broking....

Financial planning

Financial planning organisation State Super Financial Services have deployed Midwinter's cloud-based Advice OS platform in the first stage of its business transformation,...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago