POWERED BY MOMENTUM MEDIA
DIGITAL ADVICE
Financial planning
The Rask Group, in partnership with InvestSMART’s new investment platform, has announced three ETF strategies, aimed at empowering financial advisers to create and manage...
Financial planning
InvestSMART is positioning its business to be a leading digital wealth and advice platform in Australia as it launches its own white label online investing platform....
Financial planning
Bravura is seeking to be a market leader in digital advice as it focuses on rebuilding the business after a period of turbulence with chief executive Andrew Russell admit...
People & Products
Jason Nyilas, who has more than 35 years of experience across financial services, has been appointed executive adviser at both moneyGPS and HeirWealth....
Features
A decade on from the UK’s Retail Distribution Review, the country still faces a shortage of financial advisers and digital advice has not necessarily provided the solutio...
Financial planning
Digitised financial advice solutions will continue enabling the mass-scale provision of advice from superannuation funds and allow new entrants to join the market, GBST’s...
Expert Analysis
The promise of digital advice tools to address the supply/demand inequity is no longer a dream but a very present reality, writes Shaun Green....
Financial planning
The Australian Law Reform Commission has outlined two approaches to reducing legislation to make it easier for firms to offer robo-advice as it completes its review of th...
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. ...
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...