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Sarah Kendell

AUTHOR|No. of Articles: 93

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Iress progresses private equity buyout

The advice technology provider has announced it's progressing with a takeover offer from a European private equity firm....Read More

Praemium inflows climb, earnings drop

The managed accounts platform has announced a significant rise in inflows, while expenses rose following the acquisition...Read More

WealthO2 unveils advice firm pilot

WealthO2 has announced a pilot program with a major stockbroking and advice firm to trial new functionality in its softw...Read More

Iress knocks back private equity takeover

The industry technology giant says it is gearing up for growth as it rejects a takeover bid from a private equity consor...Read More

HUB24 announces new recruits

The listed platform provider has announced the appointment of a new chief product officer and board member. Read More

BT Panorama inflows soar by over $8bn

BT said its flagship platform saw more than $8 billion in new inflows for FY21, excluding clients migrated from BT Wrap....Read More

Rise of the ‘finfluencers’: ASIC warns on social media advice risk

The corporate regulator has said the “fragmented” nature of the social media landscape makes it hard to police, but ...Read More
Natalie Yan-Chatonsky

Future of retirement services lies in early planning

Thanks to advancements in healthcare, Australians’ healthy midlife stage of a longer lifespan has extended. However, t...Read More
More women advice clients banking on shares

More women advice clients banking on shares

Research from online trading platform AUSIEX has revealed that the number of female advised clients investing in shares ...Read More

Lumiant looks to growth with ex Midwinter, Shadforth recruits

The emerging advice technology group has made two key appointments as it completes a crowdfunding round from investors. ...Read More
Marnie McLaren

Alternatives, ESG and advice frameworks: 3 investment governance trend...

Investment governance is an area that usually doesn’t become topical until something goes wrong. When things are hummi...Read More

Software group teams with CRM in new partnership

An advice software company has formed a new partnership with a CRM group that is says will deliver "an unprecedented lev...Read More

IOOF migrates clients to ‘future-fit’ platform

The wealth giant has migrated almost 40,000 client accounts onto its new super and investments platform, as competition ...Read More

Iress bolsters product team

The advice technology group has named a new head of product design from a digital consulting firm. Read More

Investors turning to crypto as property alternative

Younger investors are increasingly turning to cryptocurrency as the traditional wealth building avenues of high interest...Read More


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