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Wealth

Sarah Kendell

Many single adviser practices are still managing their business and compliance processes through paper-based spreadsheets, leaving them vulnerable to accidental errors in the event of an audit, an advice technology provider has said.

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Sarah Kendell

OneVue has put back the completion of the sale of its business to advice technology giant Iress as it works to get all regulatory and shareholder approvals in place for the transaction.

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Sarah Simpkins

HUB24 recorded a 34 per cent rise in funds under administration during the financial year from the year prior, to $17.2 billion, with record annual net inflows of $4.95 billion.

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Sarah Simpkins

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

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Lachlan Maddock

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

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