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Financial planning
Australia is well placed for innovation in advice technology as the impacts of the Royal Commission have softened with time, according to Ignition Advice....
Financial planning
The growing importance of data analytics at advice businesses will mean practices need to set ground rules and be prepared to address what they discover in the future....
Financial planning
There have been four key observations from the latest reporting season, according to Swell Asset Management. ...
Financial planning
While firms have used more technology during the pandemic, there are still tools such as data management that could be better utilised by financial advisers. ...
Financial planning
In the move by firms to delegate away low-value tasks, technology is improving but still struggles to keep pace with all the various parts of financial advice....
Financial planning
Open data ecosystems designed by tech giants will drive down the time taken to produce advice, and the most important decision an advisory can take is choosing to adapt w...
Financial planning
The affordability of advice issue can be solved through technology and MoneyGPS believes its tech can bridge the unmet advice gap for Australians who cannot afford compre...
Funds management
Going into 2022, market cycles are “not normal by any stretch of the imagination”, according to Ninety One, while central bank support will be the single most important s...
Financial planning
How the industry adapted during the COVID-19 pandemic is proof technology is not changing the role of advisers, according to TAL....
Funds management
The semiconductor shortage has proven to be a high-profile pain point for the global economy, and it shows little sign of abating, according to Janus Henderson Investors....
Financial planning
Advisers need to step up and deliver financial advice in the same way that consumers are interacting with their finances....
Financial planning
The use of technology has given 28% of financial advice businesses a leg up when it comes to improving the affordability of advice, according to a report. ...
Funds management
ETF Securities has launched its latest thematic exchange traded fund dedicated to semiconductors, a niche area with only four other ETFs holding exposure to the sector....
Financial planning
Advisory firms are spending an average of $10,000 per employee on technology but much of this has only one use or is overlapping with existing systems, according to Netwe...
Financial planning
One-in-four advice firms are using 15 different advice technology tools, presenting an opportunity to consolidate to improve the client digital experience, especially for...
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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...