As planners show growing interest in wanting to pick and choose parts of different technology systems, IRESS has announced changes to better allow third party software to...
Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single up-to-date view of wealth in the SMSF and non-supe...
Two years after emerging out of UBS Wealth Management, Crestone attributes its success to being an advice-only business with an adviser equity model....
Risk tolerance assessment tool provider, FinaMetrica, and cloud-based system provider, AdviserLogic, have announced an integration that seeks to help advisers provide bet...
Legal document provider Topdocs has extended the tools it is now providing via BGL’s compliance software....
Suitebox has integrated with XPLAN to help increase client engagement through video capability....
FOFA reforms were never intended to address the issues that emerged out of vertically integrated advice businesses and needs to be examined separately, the FPA said....
Financial software provider Rubik Financial has extended its partnership with Temenos in a bid to overhaul its existing channel technologies with a renewed focus on user ...
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...