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, ...

image
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....

image
People & Products

Fintech business Padua Solutions has appointed former financial planner, Kristen Brown, as a senior research analyst to support its growth....

image
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 ...

image
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....

image
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...

image
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....

image
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...

image
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...

image
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...

image
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....

image
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. ...

image
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...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago