FINTECH

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....

Financial planning

Acquiring customers for robo-advice is a difficult task while making them pay for that service is almost impossible, according to a Melbourne Business School academic....

Financial planning

Investec Australia has made an undisclosed investment in fintech start-up vehicle H2 Ventures....

Policy & Regulation

The Government is launching a national fintech taskforce to help cement Australia’s credentials as “the leading market” for financial technology innovation in Asia Pacifi...

Financial planning

Fintech firm, MoneyMe, announced a $30 million capital raise comprised of debt and equity following a $1 million venture capital raise at its inception in 2013....

Funds management

Increased financial choices is detrimental to a consumer’s investment decisions, according to financial advice fintech Capital Preferences....

Financial planning

Fintech start-up Suitebox has been crowned as the winner of KPMG’s global Fintech Innovation Challenge, receiving recognition in the mobile category....

Funds management

Australian fintech and wealth manager, BigFuture, has completed a $520,000 capital raising as it looks to build its service capabilities....

Funds management

Two Australian firms have been named in the top five fastest growing technology companies in Asia, according to an annual survey by Deloitte....

Accounting

Accountants are faced with growing pressure to remain relevant or risk becoming “obsolete” in the face of cloud-based and self-service accounting tools, RSM believes....

People & Products

IOOF adds enhancements to Pursuit platform to include online transaction, share trading, and corporate actions capabilities....

Financial planning

Midwinter and SuiteBox have teamed up to provide virtual advice software for advisers who find it difficult to have regular face-to-face meetings with clients....

Financial planning

PractiFI has integrated Natterbox’s IP telephony offering into its platform in a bid to streamline voice interactions....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago