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TECHNOLOGY

Financial planning

Iress has increased its forecast adjusted EBITDA by $5 million for the 2023/24 financial year in light of the sale of its platform business to Praemium and hinted at a re...

Financial planning

As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the cli...

Funds management

Clients may be asking their adviser whether there is still value in the US technology names after their rally, but Fidelity International’s Lukasz de Pourbaix believes th...

People & Products

Former Bravura chief executive, Nicholas Parsons, has taken up a new role at funds network Calastone as it looks to bring a digital investment strategy to market....

Funds management

Two fund managers have shared how they look to exploit psychological biases in their portfolio construction and the behavioural traits at work when investors flood into s...

People & Products

GBST has announced multiple enhancements to its digital advice practice management system, WealthConnect, to create further efficiencies for financial advisers and their ...

Funds management

Zenith Investment Partners has highlighted the importance of a diversified investment approach to holding artificial intelligence stocks, rather than relying on a concent...

Funds management

Three-quarters of Australian fund selectors maintain that artificial intelligence is here for the long haul, Natixis IM reports, contrasting fears that the technology is ...

Expert Analysis

If the licensee structure is to be removed – or even if it’s here to stay – the imperative for businesses is to evolve or cease to exist, writes Shaun Green. ...

People & Products

Financial software firm Bravura has hired a chief people officer, fresh from transforming the culture at AMP. ...

Financial planning

Hyper-personalisation is among changes that wealth managers could be offering in 2024 as they embrace technology to benefit their clients. ...

Funds management

Two fund managers have identified artificial intelligence and machine learning as trends they are embracing for 2024 which could greatly reward the market leaders....

Funds management

With artificial intelligence garnering significant investor interest and inflows over the last year, fund managers are bracing for the many opportunities and risks stemmi...

People & Products

Two independent non-executive directors have been appointed to the AMP board with a focus on digital transformation and technology....

People & Products

The financial services firm has internally appointed its next chief technology officer and executive committee member, following the resignation of Felicia Trewin last mo...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 11 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago