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FINTECH
People & Products
The financial software provider has announced its acquisition of WealthConnect, a digital advice practice management and CRM system. ...
People & Products
AMP Advice has partnered with fintech firm Frollo to provide advisers and their clients with access to its open banking technology. ...
People & Products
The chief executive of an advice financial technology firm is to step down after two years. ...
People & Products
Adrian Johnstone would succeed co-founder and former CEO Glenn Elliott, who will maintain his role on the Practifi board and an ownership stake....
Expert Analysis
Stasis is the enemy of financial advice in Australia today. Some firms avoid changing the way they do business because they are accustomed to doing things a certain way, ...
People & Products
Fintechs are expecting to see significant headwinds in 2023 as a lack of talent threatens the sector’s ability to perform on a global stage, according to an EY census....
People & Products
Fintech business Padua Solutions has appointed former financial planner, Kristen Brown, as a senior research analyst to support its growth....
People & Products
Fintech firm Q4 Associates Limited has joined EY New Zealand, a move it says will enable it to better serve clients across Australia and New Zealand as it expands in the ...
Financial planning
Investor interest in ESG investing is growing but only 20% of investors say their adviser has explained ESG concepts and terms to them....
Financial planning
Fintech providers have responded to advisers’ comments about their viability as a means to lower the cost of advice, highlighting it can bring down costs without reducing...
People & Products
The number of fintech firms has more than doubled between 2017 and 2021, according to KPMG, but firms are being stymied by recruitment difficulties in the local market....
Financial planning
The use of financial technology is imperative for advisers to have a client-centric focus during meetings and create an engine for business growth, according to Astute Wh...
Financial planning
More than half of high net worth investors would welcome the ability to access and manage their entire investment portfolio digitally, according to an Investment Trends s...
Financial planning
The affordability of advice issue can be solved through technology and MoneyGPS believes its tech can bridge the unmet advice gap for Australians who cannot afford compre...
Funds management
After a persistent upward rise for buy now, pay later stocks, they are seeing a change in sentiment with double-digit losses over the past three months....
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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...