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

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks ago