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Features
As the financial planning industry moves towards a goals-based, client-centric model, Anastasia Santoreneos investigates why it’s taken so long, what the expectations are...
Financial planning
Financial planners are lagging in meeting client needs as far as technology goes, according to Investment Trends’ research director, Recep Peker. ...
Life/Risk
Facing heavier regulatory scrutiny, new research has suggested that Australia’s major life insurers will likely look to greater use of technology....
People & Products
Sydney-based software company TIQK has rolled out its “best interests duty” analysis for statements of advice....
Financial planning
New research has suggested that planners badly want better tools and that platforms and planning software providers should be collaborating to deliver the appropriate out...
Financial planning
Investor access to the technology sector and private equity or venture capital funds is key, according to chief executive officer of Crestone Wealth Management, Michael C...
Financial planning
DST System’s Shaun McKenna says the future of the financial services industry will see automated services implemented straight to the core of every business. ...
Expert Analysis
Chris Dixon writes that while technology may have served to shrink the world of investment, it has not diminished the value of investment professionals maintaining the pe...
Tech
Risk tolerance assessment tool provider, FinaMetrica, and cloud-based system provider, AdviserLogic, have announced an integration that seeks to help advisers provide bet...
Funds management
The newly-floated Netwealth has confirmed the value of its managed accounts and technology strategies with a strong first half and a robust full-year outlook....
Knowledge Centre
ETF Securities’ Future Present range of exchange traded funds offers simple and intelligent ways to bring your portfolio into the 21st century by capturing growth in comp...
Features
David Levi looks at why responding to the digital challenge is not just about defence but about shaping a new era of wealth management....
Tech
MoneyQuest managing director, Michael Russell has questioned the reliance of financial services companies on big data, algorithms, robo-advice and AI....
Financial planning
There is too much focus on the engagement piece rather than compliance when it comes to financial services firms embracing the digital advice path, Decimal believes....
Financial planning
By automating a lot of processes that go into generating SOAs, planners can focus on achieving their client’s personal goals through advice, AdviserLogic believes....
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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...