DIGITAL ADVICE
Financial planning
AMP intends to launch a digital advice service for both its advisers and its superannuation divisions next year....
People & Products
Aware Super has released a tool called My Retirement Planner, which is expected to be launched widely in 2024, to provide insights into retirement confidence....
Financial planning
The government’s response to the Quality of Advice Review has been ranked by Ensombl as the number one issue discussed among financial advisers with advisers keen for mor...
Financial planning
The digital financial advice platform has reported strong growth over the past six months, driven by a surge in customers and the growing demand for advice. ...
Superannuation
It is a case of ‘when, not if’ as to when super funds adopt digital advice for their members, according to Midwinter. ...
People & Products
A new fintech brand has launched to offer software and services enterprise to the advice and wealth sector and has already signed up CFS as a client....
People & Products
The firm has announced a dual-entity restructure, with a new division catering to the diverse needs of advisers, advisory firms, and HNW and wholesale clients. ...
Financial planning
Advice Intelligence, which went into voluntary administration in May, has been acquired by a global wealth management fintech firm....
Features
Given the growing number of young, tech-savvy Australians with their own unique financial goals, firms are launching new solutions to capture this next generation of inve...
People & Products
Ignition Advice has indicated it is moving away from a regional model in light of growth it is seeing in Europe and will not be appointing a dedicated Australian head to ...
Financial planning
EXCLUSIVE Speaking to Money Management, Melbourne-based OpenInvest chief executive, Andrew Varlamos, believes the firm was in the ‘right place at the right time’ when it ...
Financial planning
A growing number of Australians plan to seek advice in the next 12 months, but less than 10 per cent are prepared to pay the average advice fee, according to the latest A...
Financial planning
EXCLUSIVE A lack of regulatory confirmation is making it difficult for firms to move into the digital advice space, according to abrdn, and changes under Quality of Advic...
People & Products
The risk management and compliance system has announced internal leadership changes amidst its plans to fully automate the financial advice assurance process through AI....
Financial planning
One of Australia’s leading providers of digital advice solutions has entered voluntary administration....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...