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Showing 81 - 90 of 179 results for "Vend"

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
Technology provider Midwinter was selected to provide financial planning software services to the advice division of a major financial services organisation. Following a review of its existing providers, Suncorp Advice has commenced roll out of Midwinter's ...

Fiducian acquires $35m planning business

ALEX BURKE  |  MONDAY, 21 MAY 2018
ASX-listed financial planning group Fiducian has acquired a practice with $35 million in funds under advice. The practice is based in South-East Queensland. Total consideration for the purchase is $330,000, and Fiducian said it will be funded by excess ...

Treat real estate agents like advisers: REIA

ALEX BURKE  |  TUESDAY, 17 APR 2018
Real estate agents should be treated like financial advisers and be directly remunerated by the real estate vendor, the Real Estate Institute of Australia advised in a Royal Commission submission. REIA president Malcolm Gunning noted a proliferation ...

Super Plus switches to SMSF fintech

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
Brisbane-based SMSF administrator Super Plus is migrating its clients to Mclowd, which provides its core software for free. The administrator has entered into a five-year agreement with Mclowd - a fintech with about $1 billion in super assets under ...

SEC cracks down on fee transparency

KARREN VERGARA  |  FRIDAY, 9 FEB 2018
The US Securities and Exchange Commission (SEC) announced it will crackdown on financial product providers' fee disclosures the year ahead in a bid to protect mum and dad investors. The SEC made it clear that one of its main priorities this year is ...

Global fintech firm to launch in APAC

ALEX BURKE  |  WEDNESDAY, 10 JAN 2018
A global provider of networking and communications tools for financial markets will launch its flagship software platform in the Asia-Pacific market. IPC will launch Unigy 360, a software-as-a-service platform derived from the company's existing Unigy ...

Industry fund stepping up advice offering

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2017
A $6 billion industry fund is looking to revamp its financial advice offering, commencing the tender process for a new provider to enhance its platform. LUCRF Super is calling for tenders to provide an integrated solution that will allow for straight-through ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
Despite growing popularity of the goals-based advice model, financial advisers are struggling to integrate existing systems with the goals-based approach. An opportunity exists for financial planning software providers to develop a solution capable ...

QIC adopts regtech solution

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
QIC integrated its own data management with that of a managed data services and regtech solution provider as part of a strategy to enhance its operations. The investment fund for the Queensland state government implemented a managed data service solution ...

Liquidnet promotes Australian leader, names successor

DARREN SNYDER  |  TUESDAY, 22 AUG 2017
Liquidnet's former head of Australia, Tristan Baldwin, recently relocated to Hong Kong following his promotion as regional head of sales for Asia-Pacific. Joining the global institutional trading platform as its new head of Australia is Murrough O'Brien. ...