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ADVICE TECHNOLOGY
Financial planning
Iress has successfully completed its business transformation to become a growth-focused business set to benefit from the expansion of advice to unadvised consumers in Aus...
Financial planning
DASH Technology Group has announced a suite of enhancements for its core platform technology to better support advisers and the growing wholesale investment market....
Financial planning
DASH Technology Group has seen a 49 per cent uplift in its carrying value and is completing a new capital raising, having already received $30 million from growth investo...
Financial planning
Padua Solutions has poached an individual from Colonial First State to take on a newly created role focused on overseeing its technical capabilities. ...
Financial planning
Advice technology solution intelliflo has launched a fee consent screen to provide financial advisers with enhanced fee tracking abilities, responding to latest DBFO legi...
Financial planning
Advice licensee Finchley & Kent has announced a strategic partnership with technology firm Padua Solutions as licensees are encouraged to broaden their tech usage....
Financial planning
Digital advice provider Otivo has launched an interactive tool, powered by artificial intelligence and Otivo’s own advice engine, to help answer client questions. ...
Financial planning
The platform has launched a new file note assistant for financial advisers powered by artificial intelligence which eliminates the need for manual note-taking....
Financial planning
More than $2 billion in investment activity was recorded for Australian fintech firms last year, according to KPMG, with the GDG/Lonsec acquisition proving to be a notabl...
Financial planning
Iress chief executive Marcus Price has shared how he is seeing “massive tailwinds” in financial advice in Australia, with the firm turning its attention to digital advice...
Financial planning
Financial advisers who wish to implement artificial intelligence in their practices need to undergo a change in their mindset as to how they use technology....
Financial planning
As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and data management before prospective buyers c...
Financial planning
Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape. ...
Financial planning
Financial planning software provider Bravura is focused on a “back to business” strategy to enhance revenue growth which will include the potential opportunity available ...
Financial planning
Outsourcing company Vital Business Partners has taken a minority equity stake in a digital platform for financial advisers, which will help fund its future growth plans. ...
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...