FINCLEAR

Funds management

A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....

Financial planning

Phillip Capital Limited has announced it will cease providing advice to retail clients in Australia following a sale agreement with Sequoia Wealth Management for its priv...

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Funds management

FinClear has partnered with Shadforth Financial Group to deliver trading, clearing and settlement services, as well as its TradeCentre front-end technology....

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People & Products

FinClear has announced it has added four new team members this year, following on from a year of 120 per cent growth in staff. ...

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People & Products

Australian wealth management tech provider, FinClear, has rolled out a low-cost managed account solution. ...

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Financial planning

Australian clearing, settlement and wealth management technology firm FinClear has acquired the core technology assets of Dion Australia....

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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...

5 hours ago

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

4 days 10 hours ago

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

3 weeks 2 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 8 hours ago

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

2 days 11 hours ago