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Advice software firm integrates with XPLAN

A client relationship measurement software firm has announced an integration with IRESS’s XPLAN adviser platform. Write comment (6 Comments...

Institutional remediation to top $2bn

A consultant estimates the price tag for remediation of issues identified from the Hayne royal commission to top $2 billion. Write comment (2...

ASIC admits no one was misled by Dover CPP

The corporate regulator has admitted it has no evidence to date that any client was deceived or misled by Dover Financial’s Client Protection Policy...

Cardena appoints new managing director

Cardena Private Wealth has announced the appointment of a new managing director as part of efforts to position itself as a future-focused firm. ...

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Praemium upgrades and rebrands platform

Praemium has announced a major technology upgrade and a new rebrand for its global investment platform. Write comment (0 Comments) ...

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Adviser roadshow to explore new super strategies

An upcoming technical roadshow will focus on getting advisers to think differently about superannuation strategies, including lessening the impact of ...

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FASEA locks in code of ethics standard

The Financial Adviser Standards and Ethics Authority has finalised its code of ethics following a code monitoring agreement between six professional a...