TECHNOLOGY
Financial planning
Technological changes will be on the backburner this year as advisers focus on education, revenue model, and potentially licensee changes, according to Centrepoint Allian...
Funds management
When it comes to financial security, Gen Z are the most prone to low-tech fraud, according to GlobalData....
Funds management
Chinese and US tech firms are still a necessary part of the best performing global equity funds, although one fund sold off their Alphabet stock....
Funds management
The MSC Group has announced the launch of its new fund administration platform....
Superannuation
The super industry needs to evolve its transactional functions to be fully automated to provide super members access to their funds 24/7, ESSSuper believes....
Financial planning
Increasing robot density or the role of software in financial advice has multiple benefits to offer, according to Rice Warner....
Funds management
Investors might still find good investment opportunity in emerging markets IT sector, despite a lack of sustained earnings growth, according to State Street Global Adviso...
Policy & Regulation
The Australian Securities and Investments Commission has increased investigations into wealth management by 216 per cent in the last six months....
Policy & Regulation
Regtech companies have showcased the power of their technology at the ASIC Regtech Monitoring Financial Promotions symposium, to show the future of compliance....
Tech
Machine learning and artificial intelligence could have a significant impact on the finance industry, but potential consequences still need analysed before being implemen...
Funds management
Technology stocks are likely to be most vulnerable from a US/China trade war, say Principal Global Investors, describing the battles as a ‘technology cold war’. ...
Financial planning
A new report from Forbes Insights and Temenos surveying wealth managers and high net worth individuals (HNWIs) underscores the importance for private banks to continue th...
Expert Analysis
While value investing has taken a beating in recent years, Peter Wilmshurst writes that there’s still opportunity to be found in companies with reasonable valuations and ...
Funds management
Hexavest is standing by its conviction of being underweight US technology stocks, in the belief the companies are failing to live up to expectations....
Funds management
While the FAANG stocks’ competitive advantage might be shrinking as giants like Tencent and Alibaba grow, WCM Investment Management sees continuing value in tech stalwart...
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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...