wealth management

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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Jan
15

Going ‘green’ pays off for Six Park

Online investment manager Six Park has released its first range of sustainable portfolios to allow investors to choose more sustainable investments.

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Dec
16

Client attitudes to digital wealth services

The provision of digital wealth services to support the in-person support has increased in importance this year – CREALOGIX Report.

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Nov
24

Empowering digital wealth clients with impact criteria

This is a rapidly accelerating customer demand theme in wealth and investment management worldwide and something financial institutions cannot ignore.

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