DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital.
Amid inflation, interest hikes, and changes to superannuation, financial capability remains at the forefront of conversations, though many are concerned ...
Technology and research firm Capital Preferences is launching a program in Australia with several advice firms to uncover the risk ...
Technology has been instrumental in the significant growth of financial advice in the UK over the last decade and a ...
Having a human adviser could increase a client’s mental wellbeing by over 50%, a recent Vanguard survey has found, along ...
Around a year in the making, the Quality of Advice Review continues to divide an industry looking for meaningful reform.
Recommendations like the removal of SOA requirements and embracing digital advice have been strongly endorsed by industry groups, who state ...
After seven weeks of waiting, the final report of the Quality of Advice Review was released in early February, prompting ...
Data from the QOA’s adviser survey, used to inform the review, has revealed a snapshot of Australia’s adviser landscape, their ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
