ADVICEOS

People & Products

The integration will allow AdviceOS users to pull client data from myprosperity....

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People & Products

The financial planning software provider will increase investment in new features for its AdviceOS software with backing from Bravura....

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People & Products

Advice software firm Midwinter Financial Services has launched a new product comparison feature in AdviceOS to allow advisers to conduct faster in-depth product research....

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People & Products

Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform....

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Financial planning

New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....

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Superannuation

Financial advice technology firm, Midwinter, has announced its recent partnership with BUSSQ superannuation fund....

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Superannuation

The integration will allow both Midwinter’s AdviceOS and Class to sync and replicate portfolios from Class into Midwinter’s AdviceOS and allows users to update portfolio ...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 2 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 2 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 6 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

1 day 6 hours ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 4 days ago