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Showing 1571 - 1580 of 9685 results for "Tech"

Advisers boost client portfolios 5.9%

KARREN VERGARA  |  MONDAY, 25 SEP 2023
The expertise of financial advisers can make a 5.9% difference in the value of client portfolios compared to those who are non-advised. According to Russell Investments' 2023 Value of an adviser report, not only can advisers help boost client assets ...

Iress Wealth appoints interim chief

ELIZABETH FRY  |  FRIDAY, 22 SEP 2023
Iress has confirmed a mini reshuffle of its leadership team as Harry Mitchell chief executive of wealth management takes up a broader role, splitting his time between Australia and the UK. Consequently, the trading technology firm has promoted operating ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
Count is making a play for Diverger, in a deal that will create an entity with $29 billion in funds under management and advice, and house 550 financial advisers. The two ASX-listed firms have entered into a binding scheme implementation deed in which ...

Trading platform pays $830k over suspicious trades

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2023
Interactive Brokers is paying a fine of more than $830,000 after it failed to identify suspicious trades conducted by a client. Between March and November 2021, certain Closing Single Price Auction (CSPA) orders in Orthocell (OCC) were allowed by Interactive ...

Financial services marketing is broken: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2023
A new study shows that while most local financial services marketers believe compliance teams get in the way of them getting their job done, those same compliance specialists think marketers are just looking for someone else to blame when marketing ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
Fintech Advice Revolution has rebranded to elemnta and secured a partnership with Colonial First State to deliver integration solutions to financial advisers. elemnta chief technology officer Adrian Patty said elemnta is designed to connect key elements ...

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
iFactFind has partnered with a global financial advice technology provider, marking its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
Sports investment firm XV Capital is planning a new sports tech fund and offices in the US and Europe, making a slew of appointments in support of the strategy. XV Capital was launched in 2020 by former Australian Rugby Union captain Stirling Mortlock ...

Boards must crack down on cybersecurity: ASIC

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
The regulator has warned it will take action against boards and directors that neglect cybersecurity risks, saying to do so could result in non-compliance with regulatory obligations. ASIC chair Joe Longo said cybersecurity and resilience are not merely ...

EG touches down in Japan

CHLOE WALKER  |  TUESDAY, 19 SEP 2023
EG Funds Management (EG) has launched a real estate investment advisory office in Tokyo to investigate future opportunities for new and existing investors across the region. According to the real estate funds manager, the new office will enable the ...