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TECHNOLOGY
Financial planning
Licensees need to consider “what’s the cost of doing nothing” when it comes to implementing new technology in their practices, as well as assign an ultimate owner to take...
Financial planning
The vast majority of financial advice firms which are fully embracing and adopting new technologies are reporting an annual revenue north of $1 million, Netwealth reveals...
Funds management
Disciplined cost management on its transformation strategy has helped Iress to report an adjusted EBITDA of $67 million in the first half of 2024....
Financial planning
The Bravura cost-out restructure has been achieved with lower costs and in a faster time than initially expected, CEO Andrew Russell said, allowing the business to return...
Financial planning
An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser....
Financial planning
Iress has announced the completed sale of its UK mortgages arm, representing the fourth and largest divestment successfully executed under its transformation strategy....
Financial planning
Colonial First State has announced a five-year agreement with Microsoft to underpin the firm’s use of cloud and artificial intelligence technology in wealth management. ...
Financial planning
While technology plays a vital role in efficient financial advice firms, it remains just one piece of the wider puzzle in driving overall productivity, writes Business He...
Financial planning
Investment Trends has uncovered the annual average technology spend of financial advice firms and how advisers are adopting artificial intelligence in their everyday proc...
Funds management
Global X has launched a FANG+ (Currency Hedged) ETF, offering investors a building block within growth-orientated portfolios. ...
People & Products
Financial software provider Bravura has extended the term of its chief commercial officer as it seeks to finalise work on its transformation program....
Funds management
Global X Australia’s Manny Damianakis unpacks how thematic ETFs, particularly those centred around artificial intelligence, are helping advisers capture investor interest...
Financial planning
Over seven in 10 financial advice practices that embrace technology are enjoying profits above 10 per cent, compared to just 43 per cent of firms that have not done so....
Financial planning
Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...
People & Products
Financial advice software provider DASH has partnered with HealthyMe Digital to launch a new solution for advisers and clients providing health and wellbeing content....
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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...