Advice Intelligence, which went into voluntary administration in May, has been acquired by a global wealth management fintech firm....
One of Australia’s leading providers of digital advice solutions has entered voluntary administration....
According to this financial planning software CEO, digital innovation in the adviser landscape is crucial for greater efficiency and to reach younger clients....
Advisers need to step up and deliver financial advice in the same way that consumers are interacting with their finances....
Business models could shift to goals-based advice, rather than producing statements of advice, according to a fintech....
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...
The use of technology in financial advice can help advisers to operate a sustainable and efficient businesses, Jacqui Henderson, writes....
Retirement specialist Milliman and platform provider Advice Intelligence have been recognised by research firm Investment Trends with its Planning Software Innovation Awa...
New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....
Financial advisers worried about the incoming education reforms could restructure their business to become money coaches. ...
Understanding some of the basic principles of behavioural science can help financial advisers to design better “advice experiences” for their clients, according to Advice...
Advice Intelligence has launched its new software platform for financial advisers across Australia, making paraplanners redundant. ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...