TECHNOLOGY

Financial planning

The use of technology has been a benefit to advisers during COVID-19 lockdowns and restrictions, and advisers need to fully embrace how it can be used to streamline all o...

Financial planning

Centrepoint Alliance has emerged as a financial advice bridgehead for UK advice technology firm, Intelliflo....

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Funds management

Developments such as e-prescriptions and robotic surgery are accelerating the convergence between healthcare and technology which will be a key trend over the next decade...

SMSF

The corporate regulator alleges the financial technology firm’s brochure on self-managed superannuation funds was misleading. ...

Funds management

The fund would give investors access to the “defining technology of our time” via its investment in artificial intelligence products. ...

Funds management

The recent outage of the Australian Securities Exchange, currently subject to a regulatory investigation, has prompted one asset manager to dump the stock from its portfo...

Financial planning

The volume of regulatory change means it is becoming impossible to do business as a financial planner using old technology and old ways of operation, according to the Fin...

Expert Analysis

Andrew Walsh explores what trends have disrupted financial advice this year and how the sector is proving resilient in the face of change....

Funds management

Whether it’s through exchange traded funds or managed funds, technology has paid off as an asset class in the last year....

People & Products

The acquisition by the US investment firm would support the company’s long-term growth plans and product innovation....

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Funds management

Investors can expect to see more tech companies emerging which will reduce the dominance of the few major leaders, according to the Australian Securities Exchange....

Funds management

Investors should consider increasing their equities allocation to the technology sector as a means of dealing with heightened uncertainty and the likely increased market ...

Life/Risk

MLC Life’s new chief of life insurance, Sean McCormack, has acknowledged the adverse impacts of the company’s technology changes but says the company is accepting its res...

Funds management

Shares in Facebook have risen 25% since the start of 2020 but every company that has a similar growth profile as the social network is trading higher, according to Capita...

Funds management

Demand for technology stocks, which have been at the centre of local and global investment scene for the most of the year, remains robust....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago