Wealth Management
Middle East | 26 May 16
AES picks Xplan software to automate its business
AES International has decided to implement the advice and wealth management platform Xplan, developed by Australian technology company IRESS, to help remove time-consuming manual processes across its business.
Robo-advisers on the rise, CFA survey shows
Robo-advisers will have a significant impact on the financial services industry over the next five years, a global fintech survey by CFA Institute showed.
Focus Financial enters Australia after signing up MW Lomax
The US-based partnership of independent wealth management firms, Focus Financial Partners, has expanded its international network to Australia by signing up the Melbourne-headquartered MW Lomax Group.
Wealth managers losing faith in equities, survey finds
Wealth managers and financial advisers are losing faith in equities according to a new survey from Royal London Asset Management.
Middle East | 4 May 16
Holborn Assets managing partner Reg Ormond dies suddenly
Managing partner of Holborn Assets, Reg Ormond, has died at the age of 50 from a sudden heart attack.