
Personal finance portal Myprosperity has announced that it has partnered with Netwealth in order to help advisers improve client engagement.
According to a statement from Myprosperity, the partnership will allow advisers who use the portal to access the Netwealth client account investment and portfolio data get updates on the status of their clients’ superannuation investment accounts.
Myprosperity chief executive Chris Ridd commented on this update, saying that “given today’s tense debates around the ownership of financial data and advisers’ professional independence, partnering with Netwealth is a crucial step towards creating an open and diversified ecosystem where advisers and their clients can make informed decisions about their future”.
Netwealth joint managing director Matt Heine said, “Netwealth is committed to fostering an open ecosystem for advisers, and Myprosperity share that commitment.
“We work with a large number of advisers who use their service and we are excited to make this integration into a reality.”
Diverger has made an offer to acquire Centrepoint Alliance, a move that would create one of the largest licensees behind only Insignia and AMP. ...
The corporate regulator has outlined a key focus on product labelling and advertising. ...
The federal government has sought to clear up uncertainty about the status of crypto for tax purposes following the adoption of bitcoin as legal tende...