technology

MoneyQuest managing director, Michael Russell has questioned the reliance of financial services companies on big...

There is too much focus on the engagement piece rather than compliance when it comes to financial services firms...

By automating a lot of processes that go into generating SOAs, planners can focus on achieving their client’s...

Digital tools, technology, and robo-advice can drive efficiency in advice businesses, but they must find the right...

IRESS has rolled out an updated version of XPLAN with an increased functionality allowing real-time access to...

The Institute of Public Accountants has called for greater accountability and a legal fix from the Australian...

Traits of companies that are truly growing is what investors need to be aware of to benefit from sustained...

Equity Trustees has become the ‘operator’ of Sydney-based fintech start-up, uXchange, which is part of WealthO2...

Australian fintech, CXi Software, has announced Linchpin Capital Group Limited-owned Endeavour Securities (...

The industry veterans who co-founded BigFuture have brought a new wealth management app to market.

Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a ...

Boosting efficiencies in advice practices by using technology will be central to managing revenue streams under...

Wayne Wilson looks at the top factors that drive and improve financial advice practice profitability.

Financial planners and accountants were hamstrung by the fact that software solutions for the two areas worked in...

Zurich Financial Services has launched a new mobile app off the back of beta testing with a panel of advisers.