Wealth

Financial advice software as a service (SaaS) company Lumiant has announced the appointment of Sue Viskovic to its board.

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Platform provider Cashwerkz has neither confirmed nor denied speculation of it teaming up with a boutique to make a bid for UBS Asset Management’s Australian fixed income arm.

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A new wealth management platform has rolled out, promising to give consumers low cost access to money coaches, mortgage brokers, accountants and financial advisers.

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The software group will roll out a new compliance offering to more than 100 advisers after securing a deal with a listed advice licensee with national reach.

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The investment platform has appointed the former chairman of Powerwrap to its board while revealing an “administrative error” meant it failed to advance the re-election of another director at its annual meeting.

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