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Morningstar releases time saving tool amid crisis
ALLY SELBY  |  THURSDAY, 9 APR 2020
Morningstar has released a digital tool that will help advisers reclaim time lost on administrative tasks, so they can focus instead on engaging new clients and growing revenue.
FPA launches benchmarking tool
ALLY SELBY  |  WEDNESDAY, 8 APR 2020
The Financial Planning Association of Australia has today launched an online index set to allow financial planners to benchmark the success of their business relative to their peers.
SS&C secures platform mandate
HARRISON WORLEY  |  MONDAY, 6 APR 2020
US investment management software provider SS&C has been awarded a mandate to manage the wealth management platform of a local third-party investment administrator.
Count Financial adds tech integrations
ALLY SELBY  |  THURSDAY, 2 APR 2020
Count Financial has launched a series of back-end tech integrations to improve adviser efficiencies and deliver better experiences for clients.
CHESS replacement delayed
HARRISON WORLEY  |  THURSDAY, 26 MAR 2020
The Australian Stock Exchange has been forced to delay the replacement of its CHESS system.
Platforms maintain cash rate on RBA cut
ALLY SELBY  |  FRIDAY, 20 MAR 2020
Netwealth and HUB24 have kept interest rates on cash accounts at 0%, following the Reserve Bank of Australia's rate cut of 25bps on Thursday.
HUB24 wins $1b mandate
ALLY SELBY  |  THURSDAY, 19 MAR 2020
A listed diversified financial services company has awarded HUB24 a $1 billion mandate, as it moves away from its own wrap platform.
Iress swoops on UK pension researcher
HARRISON WORLEY  |  WEDNESDAY, 18 MAR 2020
Financial services software provider Iress picked up a UK-based investment and pension research software provider boasting over 2000 clients.
Citi to expand local securities team
HARRISON WORLEY  |  MONDAY, 16 MAR 2020
Global financial services giant Citi Group is planning to boost the presence of its Sydney-based securities services team, as it onboards a suite of new custody clients.
Zenith boosts Mosaic offering
HARRISON WORLEY  |  MONDAY, 16 MAR 2020
Zenith Investment Partners has unveiled the latest major update to its flagship research portal Zenith Mosaic, allowing financial advisers to compare investment products side-by-side.
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