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TECHNOLOGY
People & Products
Fintechs are expecting to see significant headwinds in 2023 as a lack of talent threatens the sector’s ability to perform on a global stage, according to an EY census....
Financial planning
Fees for ongoing advice have risen 33% in a year, according to annual Padua research, with technology cited as a factor to lessen the burden....
People & Products
Midwinter has integrated with estate planning platform Inherit Australia to help advisers have easier estate planning conversations with their clients....
Expert Analysis
The UK's Retail Distribution Review took place almost a decade ago, what has the industry learnt since?...
Financial planning
There has been a “trifecta of failures” in the remediation of consumers, according to the corporate regulator, with around $1.6 billion still to be paid to 2.7 million co...
People & Products
Count Financial has become the first licensee to introduce DIY Advice technology from Padua Solutions to reduce time spent by advisers on producing Records of Advice....
People & Products
Link Group technology will power a new product launched by US-based Financial Coaches Network aimed at making client engagement more efficient and more effective in suppo...
Financial planning
The only way to address Australia’s advice gap and meet the challenges raised by the Quality of Advice Review is through greater use of technology in financial advice, ac...
People & Products
Financial advice technology firm Padua Solutions has launched a robo-advice generation tool for financial advisers which it says will help solve four key issues facing ad...
People & Products
Financial advice and technology services firm Padua Solutions has appointed Rudy Haddad to the newly-created role of head of technical advice....
People & Products
Count Financial has added Midwinter financial advice software to its technology menu, targeting increased choice and flexibility for the adviser network....
Funds management
It is “highly unusual” to see a market sector crash twice in two years as the technology sector falls back to pre-COVID levels, according to Dale Gillham, despite the sma...
Funds management
There is a “huge adjustment” coming for Silicon Valley as share price falls mean staff are unlikely to receive the same volume of remuneration and companies will attract ...
Financial planning
Financial advice technology provider Practifi has announced plans to expand further into the Australian market following investment into its data-driven wealth management...
People & Products
Financial planning technology start-up, iFactFind, has upgraded its digital fact-find solution, adding a mini fact-find and functionality to support efficiency and the de...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...