FINTECH

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 ...

People & Products

Enda Mahoney, former chief technology officer at Mason Stevens, has taken up a similar role at Ignition Advice with the remit of leading its platform and product division...

Financial planning

EXCLUSIVE Speaking to Money Management, Melbourne-based OpenInvest chief executive, Andrew Varlamos, believes the firm was in the ‘right place at the right time’ when it ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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