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Financial planning
Financial advice software DASH Technology Group has received a further $10 million investment from Bailador Technology Investments to fund its acquisition of Integrated P...
Financial planning
Iress has announced the completed sale of its UK mortgages arm, representing the fourth and largest divestment successfully executed under its transformation strategy....
Financial planning
The digital financial advice platform has reported strong growth over the past six months, driven by a surge in customers and the growing demand for advice. ...
Financial planning
Wealth management platform provider, Acclaim Wealth, has appointed Terry Constable as its chief executive. ...
Financial planning
The super and investment services platform has reported underlying profit growth, despite a spike in outflows across both its FUA and FUM portfolios. ...
People & Products
Former Iress chief executive, Andrew Walsh, has taken up a position as chair of the board at a wealth platform. ...
Financial planning
Financial planning group Fiducian has seen its adviser numbers rise by 27% in the first half of the financial year thanks to an acquisition and new office openings....
Funds management
Economic uncertainty and a shift in market sentiment have been attributed to a 42% plunge in the wealth management firm’s net FUA inflows....
Funds management
North, AMP’s investment platform, has announced their new managed portfolio service ‘Buy, Badge, Build’. ...
People & Products
Insignia Financial has announced enhancements to its Expand wrap to allow greater flexibility for advisers and clients....
Funds management
Westpac has confirmed the potential sale of the Asgard and BT Panorama platform is still a consideration as funds under administration on BT Panorama declines 8%....
Financial planning
Netwealth has released a report showing significant demand among Australians for guidance on responsible investing....
Financial planning
In an environment of adviser exodus, HUB24 has reported adviser growth of 13% in the past year. ...
People & Products
Quarterly net inflows at Praemium increased 115% in the September quarter to $659 million after a difficult prior quarter....
People & Products
BT is increasing the help available for support teams in advice firms to drive efficiencies in the back-office system....
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