FINTECH
Features
David Levi looks at why responding to the digital challenge is not just about defence but about shaping a new era of wealth management....
Tech
A KPMG, Cambridge Centre for Alternative Finance, and Australian Centre for Financial Studies report has shown the Australian alternative finance market has doubled over ...
Tech
Australian fintech Netwealth has this week announced the launch of a new identity by brand consultancy PUSH Collective....
Tech
The 2017 World Insurance Report released today by Capgemini and Efma has touted the importance of innovation within the insurance industry....
Financial planning
Former trade union boss Paul Howes has continued his rise and rise within KPMG being named head of wealth management....
Tech
A report released this week by the World Economic Forum and Deloitte has failed to support fintech as a key player in the competitive financial services landscape....
Financial planning
There is too much focus on the engagement piece rather than compliance when it comes to financial services firms embracing the digital advice path, Decimal believes....
Financial planning
While managed accounts, robo-advice, and scaled advice will be the norm by 2022, advice practices need to think about what disrupters are next, Netwealth believes....
Financial planning
Digital tools, technology, and robo-advice can drive efficiency in advice businesses, but they must find the right mix between technology and face-to-face relationships ...
Financial planning
While fintech firms are strong at technology and applications they are unlikely to completely replace the traditional financial sector as they lack financial sector expe...
Life/Risk
Technology-based insurance solutions have moved from the least commonly used fintech service to the second most popular....
People & Products
Financial services technology firm, MA Operator, has launched uXchange promising lower fees and straight through processing....
People & Products
An online stockbroker, and multi-asset class trading and investment specialist, Saxo Capital Markets have broken new ground via a technology partnership....
Financial planning
The Australian Securities and Investments Commission chairman, Greg Medcraft has pointed to financial services technology as being a disruptor of vertical integration....
Life/Risk
Behavioural economics sits at the heart of the Australian Securities and Investments Commission’s new example statement of advice for life/risk advisers....
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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...