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TECHNOLOGY
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....
Financial planning
Digital tools, technology, and robo-advice can drive efficiency in advice businesses, but they must find the right mix between technology and face-to-face relationships ...
Financial planning
IRESS has rolled out an updated version of XPLAN with an increased functionality allowing real-time access to individual XPLAN sessions....
Accounting
The Institute of Public Accountants has called for greater accountability and a legal fix from the Australian Taxation Office over perpetual technology problems....
Features
Traits of companies that are truly growing is what investors need to be aware of to benefit from sustained earnings growth, Nick Griffin writes....
People & Products
Equity Trustees has become the ‘operator’ of Sydney-based fintech start-up, uXchange, which is part of WealthO2's suite of adviser tech solutions....
People & Products
Australian fintech, CXi Software, has announced Linchpin Capital Group Limited-owned Endeavour Securities (Australia) Limited has gone live on its unit registry platform....
People & Products
The industry veterans who co-founded BigFuture have brought a new wealth management app to market....
Features
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes....
Life/Risk
Boosting efficiencies in advice practices by using technology will be central to managing revenue streams under new hybrid commission structures within LIF....
Features
Wayne Wilson looks at the top factors that drive and improve financial advice practice profitability....
Financial planning
Financial planners and accountants were hamstrung by the fact that software solutions for the two areas worked in silos and could only be integrated manually by advisers....
People & Products
Zurich Financial Services has launched a new mobile app off the back of beta testing with a panel of advisers....
Features
As it becomes increasingly necessary for planners to provide goals-based strategic advice, Malavika Santhebennur asks if big data can help them customise advice....
Financial planning
Financial training programs provider, Mentor Education entered into a deal with Suitebox to help financial planners become more ‘tech savvy’....
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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...