Shannon Bernasconi, co-founder and managing director of WealthO2, has left the firm with her role being taken over by chief distribution officer Andrew Whelan....
The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....
Class has named former Mortgage Choice and REA Group senior executive, Andrew Russell as its new chief executive....
Cloud-based SMSF specialist Class Super has entered into a partnership with Countplus....
Cloud-based SMSF specialist, Class Super has added a record 31,503 accounts in the past financial year....
Figures from a Class Super report do not support fears SMSF exposure to residential property was contributing to the booming property market....
SMSF administration provider, Class has introduced new filters aimed at assisting clients to deal with the latest super changes....
Stockspot has chosen Class Portfolio to deliver investment and a tax reporting solution to its clients, as well as advisers in the Stockspot Partner Program....
Cloud accounting software company, Class, has partnered with managed account technology, MA Operator, which provides direct client portfolio services for financial advise...
Robo advice firm, Stockspot, has reached a deal with Class Super for the provision of direct data to self-managed superannuation fund accountants and their clients....
Findex has signed a deal with software provider, Class Super, to provide it with cloud-based SMSF services....
Australian SMSF software provider, Class, has surpassed a total of 100,000 billable portfolios on its cloud platform....
Following the cancellation of a licence agreement with its largest customer, Class Limited has been forced to lodge a supplementary prospectus with ASIC for an IPO of ord...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...