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

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

19 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

5 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 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....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 22 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 days 1 hour ago