INTEGRATION

People & Products

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...

image
Financial planning

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...

image
Financial planning

Two years after emerging out of UBS Wealth Management, Crestone attributes its success to being an advice-only business with an adviser equity model....

image
Tech

Risk tolerance assessment tool provider, FinaMetrica, and cloud-based system provider, AdviserLogic, have announced an integration that seeks to help advisers provide bet...

image
People & Products

Legal document provider Topdocs has extended the tools it is now providing via BGL’s compliance software....

image
Tech

Suitebox has integrated with XPLAN to help increase client engagement through video capability....

image
Financial planning

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....

image
Funds management

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 ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 3 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 1 day ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 5 days ago