As it becomes increasingly necessary for planners to provide goals-based strategic advice, Malavika Santhebennur...
Financial training programs provider, Mentor Education entered into a deal with Suitebox to help financial...
We should realign our thinking to the East and accept the ‘rest of the West’ to allow actual global change,...
Jul 19 2019 - 8:15am
Does change drive opportunity for those prepared to embrace it? The forces shaping the advice industry present...
Financial advisory firms that create a culture of innovation will become more receptive to the changing nature of...
ME Bank has looked to enhance its digital offerings via a five-year strategic relationship with Capgemini.
Digital financial advice will be the expected service offering by financial planning businesses in 2017, and they...
Jul 12 2019 - 7:00am
The Bell Potter GPS is a portfolio modelling and rebalancing solution which gives you access to professionally...
IT solutions provider YTML has joined with business effectiveness company, BusinessBlades, and formed a new YTML...
Financial software firm, IRESS has joined its software, XPLAN, with the Financial Synergy platform Acurity to...
Hugh Young looks at how regulatory and technological change will shape demands for more productive investments.
CXi Software has gone for experience in its selection of Stephen Williams as its new director of product and sales.
Tizzy Vigilante from IRESS was the IT Innovator of the Year at the 2016 Women in Financial Services Awards.
Bravura has appointed a new head of account management to support Sonata’s growth.
Fund administrator, Link Group, has today announced a large investment in Australian technology solution company,...
Colonial First State has appointed technology solutions supplier, IRESS, to implement its IPS technology to the...
Sentry Group has teamed up with fintech provider, Intiger Asset Management, to provide a centralised back office...
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