FINTECH
Funds management
Netwealth has announced it is piloting a new integrated automation service to help advisers better engage with clients....
Financial planning
Wealth Today managing director, Greg Pennells, has called for robo-advice to be outlawed, calling it a ridiculous innovation that takes a one-size-fits-all approach to fi...
Superannuation
First State Super’s chief investment officer, Richard Brandweiner, has announced the firm will build a venture capital platform to seed early-stage and emerging fintech s...
Financial planning
Digital platforms lacked sophistication to provide future projections of investment mixes and enable consumers to understand investment models....
Financial planning
Wealth manager Yellow Brick Road has launched a robo-advice modelling tool, which it claims will disrupt financial services by giving consumers more control over “their f...
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Fintech models cannot fit into the current regulatory framework as it was designed in the early 2000s and is out of date....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...