FINCLEAR

Funds management

A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....

Financial planning

Phillip Capital Limited has announced it will cease providing advice to retail clients in Australia following a sale agreement with Sequoia Wealth Management for its priv...

Funds management

FinClear has partnered with Shadforth Financial Group to deliver trading, clearing and settlement services, as well as its TradeCentre front-end technology....

People & Products

FinClear has announced it has added four new team members this year, following on from a year of 120 per cent growth in staff. ...

People & Products

Australian wealth management tech provider, FinClear, has rolled out a low-cost managed account solution. ...

Financial planning

Australian clearing, settlement and wealth management technology firm FinClear has acquired the core technology assets of Dion Australia....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week 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...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

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

3 days 21 hours ago