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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. ...
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...
Outsider
Much has been written about the recent development of AI chatbot ChatGPT which can write stories, answer questions and provide fascinating facts for its users....
Funds management
Development of an advice software solution is one of two factors that have led AMP to announce impairment charges of $68 million for FY22. ...
People & Products
Former Goldman Sachs managing director, Andrew Rennie, would bring his 30 years of experience in financial services to his new role as chairman of the AreaWealth board. ...
People & Products
Two cybersecurity reports have examined how well small and medium-sized businesses are prepared for cyberthreats, warning unprepared firms could fail to recover from an a...
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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...