wealth management

May
17

Digital advice key to super fund future

Superannuation funds that fail to engage their members through digital advice could find their products are no longer competitive as rivals increasingly build a more holistic suite of services.

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May
05

Raiz continues to add new customers

Raiz Invest announced its Australian, Indonesian, and Malaysian Active and new Customers and Australian Funds Under Management (FUM) update.

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Apr
28

Award-winning portfolio tracker launches currency tool for global investors

Sharesight has launched a unique currency tool that allows investors to see the value of their investments in 67 different currencies and cryptocurrencies.

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Feb
16

Has the pandemic accelerated digital transformation?

Lockdown hasn’t just been about bringing the deadline forward on digital transformation projects, it has amplified the need for them.

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Feb
15

GBST enables SMSF rollover functionality for SMSF providers

The SMSF rollover functionality delivers straight through processing and improves accuracy of message delivery and minimises compliance risk.

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Feb
11

Praemium reports 69% growth in FUA for 1H21

Praemium has reported a record growth of 69% in funds under advice (FUA) to $34.3 billion for the half-year ending 31 December 2020.

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Jan
21

Raiz launches custom portfolio option

Raiz has introduced a new custom portfolio option that will enable clients to gain more control over their portfolio allocations.

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Jan
20

HUB24 posts record net inflows in December quarter

HUB24 has reported a record growth of net inflows from the December quarter which stood at $1.7 billion and represented a 36.7% increase.

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