ADVISERLOGIC

Financial planning

Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice software market....

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Financial planning

The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....

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Financial planning

Announced a month ago, the acquisition is now completed with AdviserLogic chief executive Daniel Gara staying in his role....

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People & Products

AdviserLogic has joined the RegTech space and launched AdviserLogic Dashboards, which would allow AFSLs to monitor the compliance of their advisers. ...

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People & Products

AdviserLogic has appointed IRESS’ Cath Perry as its executive manager – product and operations excellence, a role in which she hopes to “evolve [her] fintech dreams” and ...

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People & Products

The financial planning software provider has teamed up with app integrator Zapier to offer a broad integration suite to advisers....

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Tech

Risk tolerance assessment tool provider, FinaMetrica, and cloud-based system provider, AdviserLogic, have announced an integration that seeks to help advisers provide bet...

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Financial planning

AdviserLogic has appointed former Premium Wealth Management CEO, Paul Harding-Davis, as a non-executive director....

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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 1 week 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 1 week 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 ago

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

2 weeks 5 days ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 2 days ago