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....

Financial planning

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

Financial planning

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

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...

Expert Analysis

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

People & Products

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

Financial planning

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

Financial planning

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

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...

People & Products

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

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 3 days ago