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February 8, 2024
J.P. Morgan Asset Management has launched a new digital portal in Australia based on adviser feedback, enabling them to compare portfolio performance and access investment insights.
January 29, 2024
Wealth management and advice technology firm GBST has appointed a head of Asia Pacific, joining from SS&C Technologies.
December 13, 2023
Digitised financial advice solutions will continue enabling the mass-scale provision of advice from supe
November 30, 2023
AMP intends to launch a digital advice service for both its advisers and its superannuation divisions next year.
August 16, 2023
Robo-adviser Stockspot received a $28 million funding boost from a global fund manager that will see it expand its capabilities in the precarious digital advice landscape.
July 25, 2023
Advice Intelligence, which went into voluntary administration in May, has been acquired by a global wealth management fintech firm.
July 25, 2023
GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May.
July 25, 2023
Wealthtech company GBST has taken the next step in its growth strategy with the acquisition of cloud-based financial planning software solution Advice Intelligence.
July 25, 2023
To expand its ability to offer both digital and hybrid advice to the global wealth market
July 25, 2023
Technology provider GBST has acquired Advice Intelligence, a cloud-based end-to-end financial planning software solution.