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Financial planning
Next year will see AMP roll out an end-to-end solution for its North platform, marking a shift in the firm’s position within the advice technology sector and building on ...
Financial planning
South Australian legal firm Kit Legal has launched an AML/CTF offering to help advisers and other finance professionals manage and meet their regulatory obligations. ...
Funds management
Tyndall Asset Management is to close down the Tyndall brand and launch a newly-branded affiliate following a “material change” to its client base. ...
Financial planning
The Financial Advice Association Australia’s Advice Academy has formally launched, assisting Professional Year candidates and supervisors. ...
Funds management
A new funds distribution business has launched in Australia, seeking to bring institutional offerings to the wholesale market and led by co-founder of Jamieson Coote Bond...
Financial planning
Invest Blue’s managing director says the firm is aiming to implement responsible private market access to its retail clients following the launch of its SMA last month....
Financial planning
After launching its digital advice offering earlier this year, AMP has announced the next phase of its strategy, providing its users with more personalised guidance. ...
Financial planning
At the FAAA Congress in Perth this week, HUB24 has announced it is developing myhub, an integrated advice solution designed to address productivity challenges in the indu...
Financial planning
Fintech firm WealthX has launched a new platform to help streamline advisers’ client processes leveraging its recent partnership with Padua Solutions. ...
Financial planning
Advice licensee Bombora has introduced a board of six financial advisers from its national network to ensure industry voices are heard collectively on future decisions....
Financial planning
Technology firm Iress and investment manager Challenger have formed a strategic partnership to launch an adviser solution to better serve their retiring clients....
Financial planning
ETF provider VanEck has announced its intention to launch a uranium and energy solution as global political agendas point to expansion in this sector....
Financial planning
ETF provider VanEck is set to launch its latest smart beta ETF – the MSCI International Growth ETF– ushering in a new growth international equities strategy....
Funds management
Two former senior Global X employees have launched their own ETF provider, ETF Shares, focused on offering index ETFs for advisers and retail investors....
Funds management
TWC Investment Management has commenced operations, initially offering three funds to wholesale investors and is led by a former Credit Suisse managing director....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...