Sarah Kendell

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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.

NEWS • Thu, 19 Aug 2021

Praemium inflows climb, earnings drop

The managed accounts platform has announced a significant rise in inflows, while expenses rose following the acquisition of rival platform Powerwrap.

NEWS • Thu, 19 Aug 2021

WealthO2 unveils advice firm pilot

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

NEWS • Wed, 18 Aug 2021

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 consortium.

NEWS • Thu, 05 Aug 2021

HUB24 announces new recruits

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

NEWS • Thu, 22 Jul 2021

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.

NEWS • Thu, 22 Jul 2021

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 said advisers and clients should be on their guard for ...

NEWS • Thu, 08 Jul 2021

Future of retirement services lies in early planning

Thanks to advancements in healthcare, Australians’ healthy midlife stage of a longer lifespan has extended. However, they now face the risk of outliving their retirement ...

BLOG • Thu, 08 Jul 2021

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 has soared during the pandemic.

NEWS • Thu, 24 Jun 2021

Sarah Kendell

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