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TECHNOLOGY
Financial planning
Super administration remaining just a record-keeping service is not sustainable and funds should invest in technology to stand out from the crowd....
Life/Risk
CBA will be the Australian Technology Park’s anchor tenant, following the successful acquisition of the site by Mirvac, AMP Capital and Sunsuper....
Funds management
Netwealth has announced it is piloting a new integrated automation service to help advisers better engage with clients....
Superannuation
First State Super’s chief investment officer, Richard Brandweiner, has announced the firm will build a venture capital platform to seed early-stage and emerging fintech s...
Financial planning
To help build solutions and create efficiency, OnPay and AdviserLogic have integrated to make fee and commission data available for AdviserLogic users....
Accounting
Accountants urged to get technologically savvy to beat fee compression and expand, including into the wealth management space....
Tools & guides
Australian financial services laws do not foster crowd-sourced equity funding but market pressures might change this in 2016....
Funds management
National financial advice group Infocus Wealth Management Limited has announced a partnership with HUB24, which will see HUB24’s investment and superannuation platform de...
Financial planning
Financial services provider, HUB24 has seen its gross profit jump by 3000 per cent in the 2015 financial year, while its FUA more than doubled in the last 14 months....
Life/Risk
Tailored interactions and building lasting relationships are key to meeting the challenges posed by digital disruptors, according to TAL. ...
Financial planning
Merit Wealth Financial Services is the latest client to partner with Midwinter and implement its AdviceOS software, with plans to roll out the cloud-based platform next w...
News
Financial planning software provider IRESS has announced positive half year results despite external challenges, as the company increasingly looks to expand its regional ...
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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...