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Showing 41 - 50 of 174 results for "Intuit"

George Lucas to depart Raiz Invest

ANDREW MCKEAN  |  MONDAY, 26 SEP 2022
Raiz managing director and joint group chief executive (international) George Lucas will leave the company effective from December 31. In an ASX announcement, the board acknowledged Lucas' work in establishing Raiz and for his leadership of the company ...

Practifi partners with Voyant

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
The Australian wealth management technology platform is partnering with financial planning solution Voyant to provide enhanced client experience and performance optimisation. The integration, which comes just one year after Voyant's entrance into the ...

Ironbark brings new global small companies fund to Aussie investors

CHLOE WALKER  |  WEDNESDAY, 9 MAR 2022
A growing appetite for global small companies across institutional and wholesale investors has seen Ironbark Asset Management partner with US-based investment manager Apis Capital Advisors (Apis) to launch the Ironbark Apis Global Small Companies Fund. ...

Moomoo launches down under

CHLOE WALKER  |  MONDAY, 7 MAR 2022
As of tomorrow, Australian investors will be able to trade all shares and ETFs on Australian and US stock exchanges with the launch of global digital investment platform Moomoo. Access to Hong Kong, Singapore and China Connect exchanges are expected ...

Saxo Markets Australia rolls out new platform

CHLOE WALKER  |  MONDAY, 28 FEB 2022
Saxo Markets has launched a new investment platform designed to make investing simple, intuitive, and personalised for retail investors. The platform, dubbed SaxoInvestor, provides access to research content and investment themes, in addition to over ...

Proposed reforms could simplify advice

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
Fresh proposals from the Australian Law Reform Commission aim to simplify several complex areas of financial advice legislation. The ALRC is proposing sweeping changes to financial services law, including changes that affect the advice industry, tabled ...

Trustees Executors awards technology mandate

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
New Zealand's oldest trustee company has chosen a technology partner for its new wealth management joint venture. Trustee Executors selected SS&C Aloha for the joint venture, called Flint Wealth, which is a wrap account wealth management solution. SS&C ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds. The 2021 Netwealth AdviceTech Report found advisers spent ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
The platform launched a client portal app for financial adviser clients in a bid to improve client engagement. The app allows clients to view overall portfolio performance and asset allocation across their entire portfolio. Aside from simple charts ...

IOOF completes phase one of platform consolidation

KARREN VERGARA  |  WEDNESDAY, 16 JUN 2021
IOOF Holdings has completed the first phase of consolidating its legacy platforms and products onto Evolve, its new super and investments platform. The project saw 38,827 client accounts and about $5 billion funds under administration (FUA) being migrated ...