This is a rapidly accelerating customer demand theme in wealth and investment management worldwide and something financial institutions cannot ignore.
The Private Reporting platform empowers wealth managers and their clients with reliable and meaningful metrics and allows them to make insightful decisions.
Melbourne-based fund manager Nucleus Wealth and Martin North’s ‘Walk the World’ (WTW) brand today announce new partnership.
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 feeling the pinch as robo-advice adoption rates are on the rise among wealthy investors and HNWI’s.