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FINTECH

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....

Financial planning

With only 27% of payments being conducted with cash in Australia, this is leading to a “fertile ecosystem” for fintech companies in the payments space. ...

Financial planning

One-in-four advice firms are using 15 different advice technology tools, presenting an opportunity to consolidate to improve the client digital experience, especially for...

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MARKET INSIGHTS

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

2 weeks 2 days ago

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

3 weeks 2 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 4 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 1 day ago

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

1 week 1 day ago