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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...
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...
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....
Tech
Risk tolerance assessment tool provider, FinaMetrica, and cloud-based system provider, AdviserLogic, have announced an integration that seeks to help advisers provide bet...
People & Products
Legal document provider Topdocs has extended the tools it is now providing via BGL’s compliance software....
Tech
Suitebox has integrated with XPLAN to help increase client engagement through video capability....
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....
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 ...
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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....