ADVICE INTELLIGENCE

Financial planning

Advice Intelligence, which went into voluntary administration in May, has been acquired by a global wealth management fintech firm....

Financial planning

One of Australia’s leading providers of digital advice solutions has entered voluntary administration....

Financial planning

According to this financial planning software CEO, digital innovation in the adviser landscape is crucial for greater efficiency and to reach younger clients....

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Financial planning

Advisers need to step up and deliver financial advice in the same way that consumers are interacting with their finances....

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Financial planning

Business models could shift to goals-based advice, rather than producing statements of advice, according to a fintech....

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Features

Working from home is one of the biggest shifts globally to have come as a result of the COVID-19 pandemic. While a financial adviser’s work is centred around physical fa...

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Expert Analysis

The use of technology in financial advice can help advisers to operate a sustainable and efficient businesses, Jacqui Henderson, writes....

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People & Products

Retirement specialist Milliman and platform provider Advice Intelligence have been recognised by research firm Investment Trends with its Planning Software Innovation Awa...

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Financial planning

New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....

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Financial planning

Financial advisers worried about the incoming education reforms could restructure their business to become money coaches. ...

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Financial planning

Understanding some of the basic principles of behavioural science can help financial advisers to design better “advice experiences” for their clients, according to Advice...

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People & Products

Advice Intelligence has launched its new software platform for financial advisers across Australia, making paraplanners redundant. ...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

21 hours 45 minutes ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

21 hours 50 minutes ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

1 day 16 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago