FINTECH

Financial planning

Midwinter and Suitebox’s remote meeting capability now allows advisers to bring up their opt-in document electronically....

Financial planning

Banks are struggling to keep pace with fintech disrupters, with only 18.7 per cent of Australians likely to purchase and use new technologies, according to Roy Morgan....

Financial planning

While the majority of investment professionals believe robo-advice will slash advice costs, the jury is still out on whether the industry will be “unambiguously better of...

Financial planning

Technology can increase financial literacy among Australians but online advice solutions cannot replace the an adviser with emotional intelligence, Deborah Kent said....

Financial planning

Non-institutionally aligned licensee Synchron is integrating its latest adviser software with Xero....

Policy & Regulation

New data from the World Retail Banking Report is showing that fintech providers are making it increasingly difficult for banks to keep up....

Financial planning

Former Financial Planing Association chief executive officer, Mark Rantall has been appointed as the chairman of Intiger Asset Management, curently the subject of a rever...

Funds management

Standardising data access is vital for growth in the Australian fintech industry, says InvestmentLink....

Financial planning

Kiama-based financial technology firm Padua Financial Group (PFG) has launched a new online advice request system....

Policy & Regulation

The Turnbull Government has put Australia’s fintech future firmly back on the agenda with a series of policy reforms announced to help nurture a competitive regulatory en...

Financial planning

Peer-to-peer investment start-up SelfWealth is preparing to launch two products at the end of this month aimed at addressing “the frustrations” that consumers face in fin...

Financial planning

Former Wizard Home Loans founder, Paul Ryan, has launched a fintech start-up for financial advice....

Knowledge Centre

The rapid development in fintech is providing a wave of new opportunities for investment decision-making. Expand your service offering and lower the cost of delivering ad...

Funds management

Wealth management fintech BigFuture has today unveiled an update to their cloud-based application....

Financial planning

Technological dexterity is necessary for responding quickly to adviser demands, according AdviserLogic’s head of product development, Daniel Gara....

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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’...

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

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