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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’....
Features
We should realign our thinking to the East and accept the ‘rest of the West’ to allow actual global change, Jonathan Wu writes....
Features
Financial advisory firms that create a culture of innovation will become more receptive to the changing nature of client relationships and partnerships, Sherise Mercer wr...
People & Products
ME Bank has looked to enhance its digital offerings via a five-year strategic relationship with Capgemini....
Financial planning
Digital financial advice will be the expected service offering by financial planning businesses in 2017, and they will not have to refund fees due to non-service, Ignitio...
News
IT solutions provider YTML has joined with business effectiveness company, BusinessBlades, and formed a new YTML offering for mid-tier firms....
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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...