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ADVICE TECHNOLOGY
Financial planning
Financial services software Iress and digital community platform Ensombl have partnered up to strengthen the technology skills of financial advisers and paraplanners thro...
Financial planning
Two industry executives have highlighted why financial advice practices are less focused on adviser recruitment, as technology means they can service more clients with fe...
Financial planning
As concerns regarding cyber crime grow, a consultant has shared her doubts regarding whether self-licensed financial advice practices are prepared to mitigate the risks o...
Expert Analysis
The promise of digital advice tools to address the supply/demand inequity is no longer a dream but a very present reality, writes Shaun Green....
Financial planning
New comprehensive advice solution, CCUBE Integrated Wealth, has launched as an alternative to adviser-favourite, XPLAN. ...
MARKET INSIGHTS
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Podcast
I am reading a lot about the unfairness of CSLR, QAR etc etc and it is clear that there is massive inequity taking place...
Sorry, every July I meet with each client who signs off on their FDS which disclosed adviser fees paid for the last 12 m...
Meanwhile the government says it wants to lower the cost of advice. The governments regulator is ballooning how much t...