Advisers who involve clients’ beneficiaries in the wealth-transfer process have notably better client retention and satisfaction, a new survey reveals
AMP’s new biz-focused digital bank a ‘step change’
17 November 2023AMP Group is set to launch a new digital bank built specifically to service sole traders and small business customers
Blossom expands fixed income offering to SMEs, SMSFs
10 November 2023Blossom, a fixed income specialist wealthtech, has announced it will expand its offering to SME and SMSF customers
Making hay ‘in the eye’ of a property market storm
23 October 2023SGH’s consistent, disciplined and “low-turnover” investment approach has paid dividends in a volatile pre- and post-Covid REITs market.
Iress’ hub offers big refresh of ‘outdated’ FIX trading tech
19 October 2023Iress has launched a new cloud-native trading hub that promises a major update to FIX-based trading.
Dimensional expands suite of ESG offerings for NZ investors
5 October 2023Dimensional Fund Advisors has launched an Australian sustainability equity fund for New Zealand investors within a tax-effective PIE structure.