Advice

Jun
07

Count Financial Bolsters its Tech Menu with Midwinter Advice Software

Count Financial has added Midwinter financial advice software to their technology menu, offering increased choice and flexibility for their adviser network.

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Apr
20

Praemium posts 26% FUA increase

Praemium reported quarterly net inflows of $725 million in the latest quarter, up 82 per cent from the previous corresponding period (pcp) of $398 million.

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Apr
11

Helen Thom joins Advice Revolution as Head of Sales

Advice Revolution has bolstered its senior team by appointing Helen Thom as Head of Sales.

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Apr
08

Regtech could be the solution to finfluencer conundrum, ASIC says

ASIC’s Young People and Money survey found that 33% of 18 to 21-year-olds follow at least one finfluencer on social media.

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Apr
06

Asendium announces integration with ProductRex for real-time investment comparisons

Asendium and ProductRex partner to provide advisers with real-time comparison between investment products based on the specific needs of advised clients.

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Apr
01

Award-winning fintech Sharesight uses API technology to transform wealth management

Award winning online portfolio tracker Sharesight, has seen rapid growth in its fintech ecosystem.

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Mar
31

New scaled advice offering launches

Scientiam, aims to assist advisers in servicing clients in a way that is both affordable and profitable.

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Mar
21

AIA selects Midwinter advice software for new Financial Wellbeing business

Midwinter’s financial advice software chosen to underpin new AIA Financial Wellbeing advice business.

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