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Wealth

Reporter

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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Tony Zhang

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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Sarah Kendell

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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Sarah Simpkins

Platform provider Iress has said its group head for product will step down from his executive responsibilities in August.

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Sarah Simpkins

An advice industry body has pointed to a lack of integration between financial technology systems and a pile on of compliance restrictions as barriers weighing on advice accessibility in Australia.

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