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Wealth

Kathy Shi, Basiq

Promoted by Basiq.

Financial advisers are under more pressure than ever to offer personalised advice at lower costs. Open banking platform Basiq and CRM software provider AdviserLogic have partnered to solve this issue and improve the way financial advice is given.

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Eliot Hastie

OpenMarkets Australia has launched a new trading platform to meet the needs of self-directed investors and advisers wanting fast low-cost online tools.

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Sarah Simpkins

Digital platform Cashwerkz has aligned with investment manager Praemium, with its marketplace now being available to Australian wealth advisers who use Praemium’s Managed Accounts channel.

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Eliot Hastie

A new report from EY has found that increasingly clients are looking to switch wealth manager providers, with fintech to be the big winner.

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Sarah Simpkins

FNZ has partnered with a number of global fund managers to launch a blockchain-powered market infrastructure for asset management.

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