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People & Products
A key industry body has launched an online tool to help planners select which fintech solutions will best grow their practices’ profitability and efficiency....
Superannuation
While making full use of member engagement data will involve the use of artificial intelligence, super funds need to remember that positive member advice offerings will s...
People & Products
Practifi has announced its integration with XPLAN in a bid to help advisers manager compliance and efficiency issues. ...
Funds management
Australian small cap investors should turn their focus to the increased use of technology across the financial services sector, and the investment opportunity it presents...
Features
Technology can provide a helping hand for financial advice businesses adjusting to the post-Royal Commission industry landscape, Oksana Patron finds....
Financial planning
While regulators copped the brunt of advisers’ angst last year, it’s technology that’s driven change in the industry, and it will be what dictates the value of financial ...
People & Products
Former International Federation of Accountants president, Rachel Grimes, has joined the Accounting Professional and Ethical Standards board as director. ...
People & Products
Powerwrap Limited has appointed founder and chief executive of Quadrant 2 Consulting, and former AMP executive, Donna Hardman to its board as a non-executive director....
People & Products
MLC Life Insurance has appointed technology sector-veteran, Jacqueline Korhonen, to its board. ...
Funds management
Global technology sectors could continue delivering healthy returns to investors for the next decade, according to Nasdaq....
People & Products
As planners show growing interest in wanting to pick and choose parts of different technology systems, IRESS has announced changes to better allow third party software to...
Superannuation
Financial advice technology firm, Midwinter, has announced its recent partnership with BUSSQ superannuation fund....
Financial planning
Ignition Advice has been nominated by the Banking Technology Awards as a finalist in the category Best Use of IT in Private Banking/Wealth Management....
Financial planning
Technology was a focus of the first day of the FPA’s Professionals Congress yesterday, with the organisation both releasing a fintech buyers guide and a new app to match ...
Funds management
Nine years into the global market’s bull run, ETFs appear to be pushing US tech stocks into unrealistic valuations in ways that may end badly for many, a new whitepaper s...
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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...