Asendium completes $1.1m capital raise

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Financial advice disruptor Asendium has completed a capital raise and secured more than $1.1m of investment, primarily from the financial services industry. Asendium is transforming the way financial advisers deliver advice, through a dynamic platform that creates all required advice documents at the same time, through one instance of data entry. It is designed to

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Asendium selected by My Dealer Services as preferred technology partner

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Financial advice disruptor Asendium has announced it has been added as a preferred technology partner by My Dealer Services, who provide services to more than 250 financial advisers. Asendium is transforming the way financial advisers deliver advice, through a dynamic platform that creates all required advice documents at the same time, through one instance of

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Asendium announces partnership with Fourth Line to deliver compliant advice

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Financial advice disruptor Asendium has announced it has entered a memorandum of understanding with regtech firm Fourth Line to integrate platforms and enable Asendium customers to receive risk and compliance reviews of advice documents as part of their advice delivery. Asendium is transforming the way financial advisers deliver advice, through a dynamic platform that creates

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Top advisers recognised in annual Hillross, AMP Financial Planning and Charter Awards program

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Individual advisers and practices across the Hillross, AMP Financial Planning and Charter Financial Planning network have received top awards to recognise their high levels of professionalism, operational excellence, superior client service and quality advice as part of an annual awards program. Hillross and AMP Financial Planning Managing Director, Michael Guggenheimer, and Charter Financial Planning Managing

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Exit Planning Institute Awards names Craig West 2014 Exit Planner of the Year

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Succession Plus CEO Craig West was honoured as the recipient of the Peter Christman Exit Planner of the Year award by the Exit Planning Institute (EPI), at the organisation’s 2014 International Conference that brought together practitioners and experts from across the globe to Fort Worth, Texas earlier this month. EPI International President Christopher M Snider,

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