FINTECH
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...
Funds management
JPMAM has partnered with financial technology platform iCapital to give Australian wholesale investors access to its alternative investments suite, while also launching t...
Expert Analysis
The promise of digital advice tools to address the supply/demand inequity is no longer a dream but a very present reality, writes Shaun Green....
People & Products
Andrew Proebstl, chief executive at legalsuper for almost two decades, is set to join the advisory board of a burgeoning investment app Tanggram as it expands its offerin...
People & Products
The fintech has appointed an interim wealth CEO to succeed Harry Mitchell, who takes on additional responsibilities in the UK, and has flagged superannuation as a growth ...
Financial planning
Advisers may not be required to provide lengthy SOAs to clients in the future but financial plans must still be prioritised, says this fintech executive. ...
Financial planning
Reporting its quarterly results for the three months to 30 June, the firm said it has seen funds under administration increase by $4.4 billion although outflows remain at...
Financial planning
Driven by technological efficiencies, advisers are doing more with less and witnessing increased profitability, according to a survey of over 120 practices. ...
People & Products
Ignition Advice has indicated it is moving away from a regional model in light of growth it is seeing in Europe and will not be appointing a dedicated Australian head to ...
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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...