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The changing face of financial advice
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.
Write comment (0 Comments)OpenMarkets launches new trading platform
OpenMarkets Australia has launched a new trading platform to meet the needs of self-directed investors and advisers wanting fast low-cost online tools.
Write comment (0 Comments)Cashwerkz announces new partnership
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.
Write comment (0 Comments)Fintech to win big from wealth provider switch
A new report from EY has found that increasingly clients are looking to switch wealth manager providers, with fintech to be the big winner.
Write comment (0 Comments)FNZ releases blockchain infrastructure for asset management
FNZ has partnered with a number of global fund managers to launch a blockchain-powered market infrastructure for asset management.
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