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Financial planning
The Financial Advice Association Australia has thrown its support behind the use of Digital ID in the financial advice profession to replace challenging and time-consumin...
People & Products
AMP is betting on a digital bank for sole traders and small businesses, in partnership with UK digital bank Starling, to improve its AMP Bank performance....
Financial planning
Investment platform Superhero has announced it will be launching an adviser platform for advisers and dealer groups to help them deliver affordable advice. ...
Financial planning
With more financial advisers exiting and rising costs creating greater inaccessibility, Michelle Levy recommends digital advice as a tool to improve access and efficiency...
Financial planning
CFS may be investing millions in adviser technology but the firm believes digital solutions will act as enabler rather than a replacement for in-person financial advice. ...
Financial planning
A white paper has explored ways to broaden the reach of Australia’s financial advice industry beyond its traditional older client base. ...
Financial planning
More than half of high net worth investors would welcome the ability to access and manage their entire investment portfolio digitally, according to an Investment Trends s...
Financial planning
Digital hybrid advice is an answer for Australians excluded from advice due to high costs and for those who do not have ‘complex advice needs’....
People & Products
The acquisition of the specialist debt business would include a fixed income digital platform as Perpetual expands its digital presence. ...
Funds management
There is a “long growth runway” for companies in the digitalisation space, believes Munro Partners, as consumers carry forward their habits of 2020 into the new year....
Expert Analysis
No-one foresaw the extent the pandemic would disrupt life, writes Andy Todd, but has it brought the future of work forward and how will companies adapt as we enter the re...
Financial planning
The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....
Features
With many advisers facing the need to move licensees, Scan2Archive’s Simon Harris explains how to deal with the challenge of moving from old, paper-based files to digital...
Features
As advice practices look to leverage the digital options to reduce costs, Mike Taylor writes that questions are being asked about the value that can be extracted by utili...
Financial planning
‘Digital is critical’ for the next generation of financial advice, according to AMP chief executive for Australian wealth management Alex Wade. ...
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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?...