Recommending a super or investment platform is providing financial product advice and advisers need to make sure they meet the needs and objectives of clients, according ...
HUB24 has announced a new partnership with stockbroking and wealth management firm, Patersons Securities....
Ignition Advice has been nominated by the Banking Technology Awards as a finalist in the category Best Use of IT in Private Banking/Wealth Management....
Challenger platforms are expected to continue to benefit from industry concerns around wealth management....
The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the primary market. ...
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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...