FINTECH

Funds management

Technology funds were cheap and offered strong long-term investment opportunities, according to BT Investment Management’s head of global equities. ...

Financial planning

Financial services technology start-ups were not the only ones facing barriers to innovation due to the financial services licensing regimes and thus should not be grante...

Policy & Regulation

OnDeck Australia has today announced that it has, in partnership with CBA, won the Fintech-Bank Collaboration of the Year Award....

Superannuation

Link has partnered with digital advice tool provider, Ignition Wealth, after it signalled that it would move into the holistic advice space....

Policy & Regulation

The ASX’s proposed IPO rules will mean nearly all retail investors and SMSFs will not have the opportunity to invest in most IPOs, according to a capital raising platform...

People & Products

Australian Unity’s Lifeplan has launched an investor portal for investors to track their investments, off the back of its adviser portal experience....

Editorial

Mike Taylor writes that ASIC’s proposal for a regulatory sandbox may prove to be a decisive element in the growth of Australian fintechs....

Funds management

Australian and Singaporean regulators have signed a co-operation agreement to support innovative business and fintech companies as they foray into the respective markets....

Financial planning

Fintech start-ups can rely on third parties for sign off to meet their competence obligation but it isn’t clear whether they are liable if the start-up fails, a lawyer sa...

Financial planning

AstuteWheel has today launched the Astute Estate Planner which overhauls the process for professionals by lessening time constraints....

Policy & Regulation

ASIC has formally canvassed the use of a “regulatory sandbox” approach which would allow fintech companies to test products for six months without an AFSL....

People & Products

Former Federal Labor MP, Bernie Ripoll, has joined the board of robo-advice focus group, Map My Plan as a director....

Superannuation

Super funds see robo-advice as a service they will provide free to members as a channel to comprehensive offerings that will attract a charge....

Funds management

Income specialist FIIG Securities is launching a mobile app, set to open the bond market to investors....

People & Products

A flexible, cost effective version of a leading personal financial management (PMF) tool will be available next quarter....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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