data

Funds management

MSCI seeks to ease transparency fears around private markets

Index provider MSCI has unveiled two measures to make it easier for financial advisers and wealth managers to access transparent insights into private assets. ...

Financial planning

‘One Jenga piece away from collapse’: Fragile data systems hindering advice

Inefficient data processes and systems mean advisers are spending over half of their time on product implementation and administration at the expense of clients, accordin...

Financial planning

AFSLs warned over increased scrutiny of privacy rules

AFSLs need to be prepared for enhanced compliance requirements as new privacy rules will necessitate a thorough look at reviews and processes, especially under the threat...

Expert Analysis

Can data integration resuscitate the licensee model?

If the licensee structure is to be removed – or even if it’s here to stay – the imperative for businesses is to evolve or cease to exist, writes Shaun Green. ...

Expert Analysis

Five fintech myths advice firms should ditch

Stasis is the enemy of financial advice in Australia today. Some firms avoid changing the way they do business because they are accustomed to doing things a certain way, ...

Funds management

Nearly 90% of funds make losses in 2022’s first half

Almost 90% of the funds available to Australian investors have failed to make positive returns over the past six months, research by Money Management shows....

Financial planning

Data analytics key for understanding client needs

The growing importance of data analytics at advice businesses will mean practices need to set ground rules and be prepared to address what they discover in the future....

Funds management

Data a blessing and a curse for fund managers

As data increasingly factors into the profits that can be made by fund managers, smaller players will need to make the difficult decision of staking out a niche data stra...

Features

Confusion and frustration in modern times

COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...

Funds management

Focus on 'alternative data': Datt Capital

Measures such as website traffic and shipping documentation can be useful tools in assessing a company’s performance, in addition to financial checks, according to Datt C...

Expert Analysis

Inoculating against a potential fraud pandemic

We all need to keep our vigilance high during these extraordinary times, but perhaps nowhere is our attention more warranted than over money and data, writes Dean Martin....

Funds management

Funds with large Westpac holdings perform well

Funds with large Westpac exposures managed to avoid taking a hit to their performance despite a hard year for the bank and a low-growth environment over the past year....

Expert Analysis

A Safer Way To Approach Client Data

Customer data has a chequered history of misuse, inaccuracies and poor oversight, but in a post-Hayne world, managing and protecting customer data is more important than ...

Funds management

Royal Commission pressure detracts from performance for WaveStone fund

The impending Royal Commission changes are impacting not just financial firms but individual funds as WaveStone Capital said its holding in Link Administration detracted ...