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Financial planning
A Melbourne-based advisory firm formerly licensed through AMP has become the latest to join the Count network, while newly acquired Diverger has partnered with a fintech ...
Financial planning
Focusing on providing a quality and effortless service to financial advisers is a priority for smaller software providers, rather than trying to compete with market leade...
People & Products
GBST has announced multiple enhancements to its digital advice practice management system, WealthConnect, to create further efficiencies for financial advisers and their ...
Financial planning
Iress has reported a statutory NPAT loss of $137 million in 2023 compared to a profit of $52.7 million in the previous year....
Financial planning
Bravura is seeking to be a market leader in digital advice as it focuses on rebuilding the business after a period of turbulence with chief executive Andrew Russell admit...
People & Products
Jason Nyilas, who has more than 35 years of experience across financial services, has been appointed executive adviser at both moneyGPS and HeirWealth....
Financial planning
Robo-adviser offerings and platforms are a source of significant focus for wealth management firms, according to KPMG, as well as how technology can improve the value and...
Funds management
The Federal Court has made one of its first decisions on the application of financial services law regarding crypto assets for fintech company Block Earner....
People & Products
Boutique asset manager Aldersley Capital has partnered with online platform OpenInvest to launch a new investing solution to reach a broader audience of high-net-worth in...
Expert Analysis
If the licensee structure is to be removed – or even if it’s here to stay – the imperative for businesses is to evolve or cease to exist, writes Shaun Green. ...
People & Products
Financial software firm Bravura has hired a chief people officer, fresh from transforming the culture at AMP. ...
Financial planning
ASIC chair Joseph Longo says the regulator is conducting a review into the use of artificial intelligence in financial advice as it explores how to prevent AI harm to con...
People & Products
Wealth management and advice technology firm GBST has appointed a head of Asia Pacific, joining from SS&C Technologies. ...
Financial planning
Hyper-personalisation is among changes that wealth managers could be offering in 2024 as they embrace technology to benefit their clients. ...
Financial planning
Digitised financial advice solutions will continue enabling the mass-scale provision of advice from superannuation funds and allow new entrants to join the market, GBST’s...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...