TECHNOLOGY

Funds management

The Munro Global Growth Fund has benefited from the share price spike seen in Nvidia that valued the company at US$1 trillion....

Financial planning

With advice practices recording a slight uplift in profitability after years of decline, Business Health has outlined five key trends contributing to the change. ...

Funds management

The rise of artificial intelligence companies has the potential to trigger another dot-com boom, according to a fund management group, but it could look very different to...

Funds management

A year-long research programme by fund manager Alphinity and CSIRO aims to provide a framework to assess, manage, and report on responsible artificial intelligence risks....

Funds management

With artificial intelligence thriving, Platinum investment manager, Cameron Robertson, believes there are still mispricing opportunities available in the space....

People & Products

EXCLUSIVE Six months into the role, Praemium’s chief strategy officer, Denis Orrock, has explained how he is positioning the platform technology company for growth....

People & Products

Stock exchange Cboe has completed its technology migration, increasing its capacity to launch products and increase its market competition in Australia....

People & Products

Financial advice technology provider Asendium has announced a partnership with FYG Planners as a key supplier of advice software. ...

People & Products

Adrian Johnstone would succeed co-founder and former CEO Glenn Elliott, who will maintain his role on the Practifi board and an ownership stake....

Financial planning

There is a “strong intent” by advice firms to increase their use of technology and integrate it into their business, according to Adviser Ratings....

Financial planning

Technology has been instrumental in the significant growth of financial advice in the UK over the last decade and a major UK player is eager to transform the local advice...

Funds management

Following the overvaluation of tech products during COVID-19 lockdowns, the sector has returned to normalised levels of demand, according to the asset management firm. ...

Expert Analysis

Dealer groups that win the adviser relationship will be those that place digital at the centre of their adviser value proposition, according to Midwinter....

Financial planning

The super and investment services platform has reported underlying profit growth, despite a spike in outflows across both its FUA and FUM portfolios. ...

image
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...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 22 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago