POWERED BY MOMENTUM MEDIA
TECHNOLOGY
Funds management
Australia’s financial services sector is a clear frontrunner for the integration of AI, PwC findings reveal, with these skills becoming more democratised across the broad...
Funds management
AUSIEX has completed its acquisition of fixed income provider FIIG Holdings, aiming to increase the number of products and services it offers for advisers....
Financial planning
Advice technology solution intelliflo has launched a fee consent screen to provide financial advisers with enhanced fee tracking abilities, responding to latest DBFO legi...
Financial planning
Those financial advice practices which are seeing the strongest profitability and revenue growth share four similar characteristics in how they run their businesses. ...
Financial planning
Advice technology firm GBST has upgraded its WealthConnect platform to meet the evolving needs of advisers....
Financial planning
Advice licensee Finchley & Kent has announced a strategic partnership with technology firm Padua Solutions as licensees are encouraged to broaden their tech usage....
Financial planning
With cyber security at AFSLs identified as an ASIC enforcement priority, a technology recruiter has shared what these specialists are expecting to earn in the financial s...
Funds management
ASIC is launching a new portal for Australian Financial Services licensees in May to ease the process of applying for a licence. ...
People & Products
Iress has made two appointments to its APAC wealth product and technology teams, one who joins from a superannuation fund and the second from accounting software platform...
Financial planning
Wealth managers have said they are experiencing difficulties in aligning their company’s in-house views with the ever-increasing needs of clients, according to MSCI. ...
Financial planning
As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and data management before prospective buyers c...
Financial planning
Wealth management technology provider Bravura could be the next potential target for private equity firms, with commentators identifying how CEO Andrew Russell has enacte...
Financial planning
Insignia Financial has looked internally to appoint its chief technology officer, completing the executive team announced to implement its new operating model last July. ...
Financial planning
Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, t...
Financial planning
As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on advisory practices....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...