FINTECH

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...

image
Financial planning

Fintech models cannot fit into the current regulatory framework as it was designed in the early 2000s and is out of date....

image
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...

image
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....

image
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....

image
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’....

image
Funds management

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

image
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 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks 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. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 10 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago