Midwinter hires from fintech competitors
Financial advice software provider Midwinter has appointed three new members to its team, including former Decimal and Rubik employees.
Financial advice software provider Midwinter has appointed three new members to its team, including former Decimal and Rubik employees.
The assistant treasurer has conceded the Trowbridge Report's recommendation of “low upfront commissions” will have implications for market competition and unfairly...
Portfolio management system Sharesight has seen a spike in interest from independent advisers, with 50 per cent of its users...
The corporate regulator has banned a former Sydney-based equities trader after an investigation found manipulation of share prices.
In light of potential changes to the superannuation system flagged in the Tax Discussion Paper and Intergenerational Report, investors should...
Global asset manager Standard Life Investments’ Absolute Return Global Bond fund has been added to the Macquarie Wrap platform.
Life Insurance and Advice Working Group chair John Trowbridge has revealed the life companies did not call for open or...
At least three member firms of the soon-to-be-defunct Genesys Wealth Advisers licensee have left the AMP network, despite lucrative incentives...
Mortgage Choice has criticised the recommendations of the Trowbridge Report, claiming if they are introduced, non-aligned advisers will be forced...
The Queensland Court of Appeal has upheld a negligence finding against Westpac for “misleading and negligent” investment advice provided to...
They unlocked accessibility, slashed costs and opened up diversification across listed asset classes in a way that previously only institutions...
According to Iress and Deloitte’s The Big Lift report, despite decades of reforms, rising wealth, and an increasingly sophisticated advice...
What does innovation in the advice profession mean to you? The advice profession is going through significant change and challenge, and naturally...
We move through economic cycles much like we do the seasons. Like preparing for changes in temperature by carrying an...
