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Financial planning
Iress is expecting a 50 per cent EBITDA rise for the first half of the 2024 calendar year compared to the prior corresponding period, as it enters the final stages of its...
Financial planning
Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice....
People & Products
Financial advice software provider DASH has partnered with HealthyMe Digital to launch a new solution for advisers and clients providing health and wellbeing content....
Financial planning
The Financial Services Council has launched the Digital Advice Expert Group to support policy development around digital advice adoption and ensure greater accessibility ...
Financial planning
A Melbourne-based advisory firm formerly licensed through AMP has become the latest to join the Count network, while newly acquired Diverger has partnered with a fintech ...
Financial planning
Focusing on providing a quality and effortless service to financial advisers is a priority for smaller software providers, rather than trying to compete with market leade...
People & Products
GBST has announced multiple enhancements to its digital advice practice management system, WealthConnect, to create further efficiencies for financial advisers and their ...
Financial planning
Iress has reported a statutory NPAT loss of $137 million in 2023 compared to a profit of $52.7 million in the previous year....
Financial planning
Bravura is seeking to be a market leader in digital advice as it focuses on rebuilding the business after a period of turbulence with chief executive Andrew Russell admit...
People & Products
Jason Nyilas, who has more than 35 years of experience across financial services, has been appointed executive adviser at both moneyGPS and HeirWealth....
Financial planning
Robo-adviser offerings and platforms are a source of significant focus for wealth management firms, according to KPMG, as well as how technology can improve the value and...
Funds management
The Federal Court has made one of its first decisions on the application of financial services law regarding crypto assets for fintech company Block Earner....
People & Products
Boutique asset manager Aldersley Capital has partnered with online platform OpenInvest to launch a new investing solution to reach a broader audience of high-net-worth in...
Expert Analysis
If the licensee structure is to be removed – or even if it’s here to stay – the imperative for businesses is to evolve or cease to exist, writes Shaun Green. ...
People & Products
Financial software firm Bravura has hired a chief people officer, fresh from transforming the culture at AMP. ...
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How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...
Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...
This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...