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.
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.
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.
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.
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.
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.
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.
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.
