FINTECH

Financial planning

Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice....

People & Products

Financial advice software provider DASH has partnered with HealthyMe Digital to launch a new solution for advisers and clients providing health and wellbeing content....

Financial planning

The Financial Services Council has launched the Digital Advice Expert Group to support policy development around digital advice adoption and ensure greater accessibility ...

Financial planning

A Melbourne-based advisory firm formerly licensed through AMP has become the latest to join the Count network, while newly acquired Diverger has partnered with a fintech ...

Financial planning

Focusing on providing a quality and effortless service to financial advisers is a priority for smaller software providers, rather than trying to compete with market leade...

People & Products

GBST has announced multiple enhancements to its digital advice practice management system, WealthConnect, to create further efficiencies for financial advisers and their ...

Financial planning

Iress has reported a statutory NPAT loss of $137 million in 2023 compared to a profit of $52.7 million in the previous year....

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....

Financial planning

Robo-adviser offerings and platforms are a source of significant focus for wealth management firms, according to KPMG, as well as how technology can improve the value and...

Funds management

The Federal Court has made one of its first decisions on the application of financial services law regarding crypto assets for fintech company Block Earner....

People & Products

Boutique asset manager Aldersley Capital has partnered with online platform OpenInvest to launch a new investing solution to reach a broader audience of high-net-worth in...

Expert Analysis

If the licensee structure is to be removed – or even if it’s here to stay – the imperative for businesses is to evolve or cease to exist, writes Shaun Green. ...

People & Products

Financial software firm Bravura has hired a chief people officer, fresh from transforming the culture at AMP. ...

Financial planning

ASIC chair Joseph Longo says the regulator is conducting a review into the use of artificial intelligence in financial advice as it explores how to prevent AI harm to con...

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MARKET INSIGHTS

Shareholder

Get rid of the rest of the old guard to clean up the culture, then you might have a chance....

1 day 7 hours ago
Ray Mitchell

The previous directors and managers of both Dixon Advisory and the ultimate holding company Evans and Partners should be...

1 day 19 hours ago
Old Fella

Why would any Licensee invest in educating and training new advisers, when as soon as the handcuffs come off, they will ...

1 day 23 hours ago

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia. ...

3 weeks 3 days ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 days 9 hours ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

1 week 5 days ago