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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.
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.
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