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Wealth

Sarah Simpkins

An investment platform has appointed a former UBS fixed income head as its new chief executive.

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Sarah Kendell

An up and coming financial advice technology provider has entered voluntary administration following a capital raising being pulled at the last minute due to the market fallout from the COVID-19 crisis.

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Sarah Kendell

An advice technology provider has launched a new support hub for advisers giving guidance on how to effectively use technology tools while working remotely.

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Lachlan Maddock

An online wealth management platform has seen users double as the coronavirus forces more and more advisers to go into lockdown mode.

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Sarah Kendell

A wealth management group will migrate over $1 billion in client funds from its current in-house platform to an independent platform provider under a new agreement announced to the market on Thursday.

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