FINTECH

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Fintech models cannot fit into the current regulatory framework as it was designed in the early 2000s and is out of date....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

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 4 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