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FINTECH
Financial planning
Experts believe rival licensee AMP and technology software firms could be next on the list for private equity firms looking to enter the Australian market. ...
Funds management
Asset managers are seeking out acquisitions and strategic partnerships in the area of technology and robo-advice to benefit from an evolving wealth management landscape a...
Funds management
MUFG Pension and Market Services has expanded its partnership with proxy voting and investor communication platform Proxymity into the Australian market, following succes...
Financial planning
Financial advice software DASH Technology Group has received a further $10 million investment from Bailador Technology Investments to fund its acquisition of Integrated P...
People & Products
The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renew...
Financial planning
Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider for financial advisers....
Financial planning
The vast majority of financial advice firms which are fully embracing and adopting new technologies are reporting an annual revenue north of $1 million, Netwealth reveals...
Financial planning
The Institute of Financial Professionals Australia has partnered with advice fintech moneyGPS, giving its members and their clients access to the platform....
Funds management
State Street Global Advisors has taken a 5 per cent strategic stake in Raiz Invest, deepening its existing relationship with the Australian fintech platform....
Financial planning
Iress is expecting a 50 per cent EBITDA rise for the first half of the 2024 calendar year compared to the prior corresponding period, as it enters the final stages of its...
Financial planning
Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice....
People & Products
Financial advice software provider DASH has partnered with HealthyMe Digital to launch a new solution for advisers and clients providing health and wellbeing content....
Financial planning
The Financial Services Council has launched the Digital Advice Expert Group to support policy development around digital advice adoption and ensure greater accessibility ...
Financial planning
A Melbourne-based advisory firm formerly licensed through AMP has become the latest to join the Count network, while newly acquired Diverger has partnered with a fintech ...
Financial planning
Focusing on providing a quality and effortless service to financial advisers is a priority for smaller software providers, rather than trying to compete with market leade...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....