wealth management

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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Nov
17

Advice firms need technology to survive: FPA

The use of technology will be crucial to the sustainability of advice firms according to the FPA’s recent survey undertaken by CoreData.

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Nov
17

Australian FinTech company profile #109 – Private Reporting

The Private Reporting platform empowers wealth managers and their clients with reliable and meaningful metrics and allows them to make insightful decisions.

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Nov
17

Walk the World and Nucleus Wealth partner for ‘Black label’ super and investment funds

Melbourne-based fund manager Nucleus Wealth and Martin North’s ‘Walk the World’ (WTW) brand today announce new partnership.

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Nov
12

HUB24 partners with wealth platform

HUB24 and wealth platform myprosperity have partnered to allow financial advisers who use both platforms to access digital signature functionality.

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Nov
10

Quiet achiever Praemium’s bid for wealth platform dominance

Wealth management platform Praemium has officially completed its $56 million takeover of its competitor, now owning 100 per cent of the shares in Powerwrap.

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Aug
11

Australian wealth managers are lowering costs due to robo-advisers

Australian wealth managers are feeling the pinch as robo-advice adoption rates are on the rise among wealthy investors and HNWI’s.

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