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TECHNOLOGY
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
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...