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FINTECH

Funds management

Shifting customer preferences and a changing regulatory landscape could significantly reduce market share for financial services incumbents, according to Deloitte....

Financial planning

Non-aligned planning group signs Midwinter in effort to expand advice offering....

Financial planning

In a bid to transform the way advisers manage their wealth portfolios BT Financial Group has unveiled the latest iteration of its Panorama mobile app....

Accounting

Accountants urged to get technologically savvy to beat fee compression and expand, including into the wealth management space....

People & Products

Financial market and mortgage system supplier IRESS has acquired Proquote and Pulse Software Systems to its portfolio in a bid to expand its UK operations....

Funds management

Peer-to-peer investment startup SelfWealth will roll out a new brokerage solution aiming to 'revolutionise' online broking....

Funds management

Fintech disruptors will fundamentally shape the payday lending industry as a result of their intelligent use of big data and “reference-checking” analytics, according to ...

Life/Risk

Tailored interactions and building lasting relationships are key to meeting the challenges posed by digital disruptors, according to TAL. ...

Financial planning

Merit Wealth Financial Services is the latest client to partner with Midwinter and implement its AdviceOS software, with plans to roll out the cloud-based platform next w...

Financial planning

Fintech models cannot fit into the current regulatory framework as it was designed in the early 2000s and is out of date....

Financial planning

Financial planners are embracing tablets and showing their willingness to spend on technology to better integrate their businesses but Xplan continues to be the most-used...

Funds management

Investors cannot ignore digital disruption but need to ‘kick the tyres’ on new companies by examining their return fundamentals, claims a boutique fund manager....

Financial planning

Australia’s Big Four banks have re-signed licensing deals with software provider, Rubik Financial, as dealer groups and independent advisers weigh up their options....

Financial planning

Listed financial services group Spring FG will launch an online wealth management and advice service but has stated it will not be ‘robo-advice’....

Funds management

Fintech investors look to fund 100 early stage ventures over the next three years through its H2 Accelerator program....

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MARKET INSIGHTS

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

2 weeks 2 days ago

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

3 weeks 2 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 4 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 1 day ago

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

1 week 1 day ago