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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....
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....
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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...