POWERED BY MOMENTUM MEDIA
FINTECH
Funds management
JPMAM has partnered with financial technology platform iCapital to give Australian wholesale investors access to its alternative investments suite, while also launching t...
Expert Analysis
The promise of digital advice tools to address the supply/demand inequity is no longer a dream but a very present reality, writes Shaun Green....
People & Products
Andrew Proebstl, chief executive at legalsuper for almost two decades, is set to join the advisory board of a burgeoning investment app Tanggram as it expands its offerin...
People & Products
The fintech has appointed an interim wealth CEO to succeed Harry Mitchell, who takes on additional responsibilities in the UK, and has flagged superannuation as a growth ...
Financial planning
Advisers may not be required to provide lengthy SOAs to clients in the future but financial plans must still be prioritised, says this fintech executive. ...
Financial planning
Reporting its quarterly results for the three months to 30 June, the firm said it has seen funds under administration increase by $4.4 billion although outflows remain at...
Financial planning
Driven by technological efficiencies, advisers are doing more with less and witnessing increased profitability, according to a survey of over 120 practices. ...
People & Products
Ignition Advice has indicated it is moving away from a regional model in light of growth it is seeing in Europe and will not be appointing a dedicated Australian head to ...
People & Products
Enda Mahoney, former chief technology officer at Mason Stevens, has taken up a similar role at Ignition Advice with the remit of leading its platform and product division...
Financial planning
EXCLUSIVE Speaking to Money Management, Melbourne-based OpenInvest chief executive, Andrew Varlamos, believes the firm was in the ‘right place at the right time’ when it ...
People & Products
With chief executive, Libby Roy, stepping down from the role effective immediately, the fintech company has announced a global external executive search for her successor...
People & Products
The platform’s wealth data and sentiment business ARdata announced its completed acquisition of investment and superannuation system ProductRex....
People & Products
Iress has outlined how it will move to a performance-based remuneration model following feedback that its previous structure was not aligned with shareholder returns....
People & Products
The financial software provider has announced its acquisition of WealthConnect, a digital advice practice management and CRM system. ...
People & Products
AMP Advice has partnered with fintech firm Frollo to provide advisers and their clients with access to its open banking technology. ...
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...