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Financial planning
PractiFI has integrated Natterbox’s IP telephony offering into its platform in a bid to streamline voice interactions....
Financial planning
New findings from a report released by Roy Morgan show that only 6.6 per cent of Australians are using an adviser or personal bank to interact with their bank....
Financial planning
To help build solutions and create efficiency, OnPay and AdviserLogic have integrated to make fee and commission data available for AdviserLogic users....
Funds management
CBA have launched a new online portal which allows SMSF trustees to manage their compliance and reporting duties as well as a complete view of assets and liabilities with...
Funds management
Shifting customer preferences and a changing regulatory landscape could significantly reduce market share for financial services incumbents, according to Deloitte....
Funds management
Digital disruption in wealth management should focus on engagement not technology, according to BNP Paribas Securities Services....
Financial planning
NAB become first of large scale banks to offer digital advice, but distances itself from ‘robo-advice’ label....
Financial planning
BT Group Licensees have launched a digital learning channel with educational programs for financial advisers. ...
Financial planning
Specialist dealer group, Accountable, has appointed OneVue as its digital platform provider, as the deadline for accountants to attain a licence to advise on SMSFs approa...
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Podcast
FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...