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Iress wins mandate
KANIKA SOOD  |  MONDAY, 20 JUL 2020
A Sydney boutique has picked Iress's portfolio system for its high-conviction Australian equities funds.
Billionaires targeted in Twitter bitcoin scam
ELIZA BAVIN  |  FRIDAY, 17 JUL 2020
Billionaires such as Elon Musk, Jeff Bezos and Bill Gates were among the household names that had their Twitter accounts hacked to promote a bitcoin scam.
Saxo Markets adds options to platform
ALLY SELBY  |  FRIDAY, 17 JUL 2020
Multi-asset trading and investment platform provider Saxo Markets has added exchange traded options to its platform, giving clients the ability to gain exposure to the ASX without having to purchase shares directly.
Netwealth booms amid pandemic
ALLY SELBY  |  FRIDAY, 10 JUL 2020
Specialist wealth management platform Netwealth has seen its share price soar, after it reported a 35% increase in funds under administration for the financial year.
Powerwrap to merge with Praemium
KANIKA SOOD  |  THURSDAY, 9 JUL 2020
Praemium this morning advanced a $55.6 million bid to acquire Powerwrap in an off-market conditional takeover priced at 26.55 cents per share.
JBWere to continue using Praemium
KANIKA SOOD  |  TUESDAY, 7 JUL 2020
JBWere has extended its agreement with the ASX-listed platform business to provide reporting and non-custodial administration for the private banking giant's wealth management client portfolios.
Advisers switch platforms amid pandemic
ALLY SELBY  |  TUESDAY, 7 JUL 2020
New research has revealed Australia's financial advisers switched between various investment platforms in their search for better service and support in the wake of the Royal Commission and COVID-19 pandemic.
Fintech acquires licensee
ELIZABETH MCARTHUR  |  FRIDAY, 26 JUN 2020
A fintech provider has acquired a financial services licensee, for an undisclosed sum.
Australia lagging on robo-advice
HARRISON WORLEY  |  FRIDAY, 19 JUN 2020
Australia is still dragging the chain on robo-advice but there is hope for local providers, according to new global research on the take-up of the technology.
Platform prototypes compliance capability
ALLY SELBY  |  THURSDAY, 18 JUN 2020
HUB24 is developing a new tech capability, which it says will identify compliance issues before they happen.
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