DIGITAL 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....
Financial planning
As industry bodies push for quicker implementation of the Quality of Advice Review, AMP has revealed how digital advice providers can lead the way forward. ...
Financial planning
In questioning whether financial advice is “too complex” for the average Australian, Sarah Abood has reiterated the importance of digital tools to address accessibility c...
Editorial
Whilst digitally-enhanced advice seems inevitable following the final QOA report, industry members still debate the extent of its effectiveness....
Financial planning
There is a “strong intent” by advice firms to increase their use of technology and integrate it into their business, according to Adviser Ratings....
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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...