Wealth

Financial technology firm IRESS has entered into an agreement to acquire superannuation software provider Financial Synergy.

Write comment (0 Comments)

Millinium’s Alternatives Fund has made a significant investment in robo-advice firm Ignition Wealth. 

Write comment (0 Comments)

New goals-based advice tool FinCoach has integrated with the MoneySoft platform to help advisers streamline engagement with accumulator clients.

Write comment (0 Comments)

Assets under management in the robo-advice channel of the American wealth management industry have risen sharply in the past 12 months, according to a new report.

Write comment (0 Comments)

A Macquarie University review of industry surveys has found that a ‘blended’ approach to automated and face-to-face advice will serve Australian investors best.

Write comment (0 Comments)