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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...
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....
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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...