Wealth

The neobank is set to launch a US share trading platform for Australian investors.

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Almost two-thirds of consumers favour taking the adviser relationship entirely online, according to new research from KPMG.

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A major platform provider has made changes to its functionality to make it easier for advisers to manage incoming changes to fee authorisation rules.

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Adviser dealer groups are hampering the ability of financial planning technology to make breakthroughs in the sector by being too “hesitant and risk-averse” to embrace progression, a fintech chief has said.

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A listed managed accounts group has made an off-market takeover bid of over $55 million for an adviser platform provider.

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