TECHNOLOGY

People & Products

Diverger has acquired technology services firm Priority Networking, a specialist firm in advising technology and cybersecurity needs for small and medium-sized business....

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Funds management

Premium-rated growth and yield stocks remain vulnerable to further adjustments to interest rates amid continued economic uncertainty, according to investment manager Mapl...

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Funds management

After a string of high-profile cyberattacks on major Australian corporates, this investment manager sees a key theme for equities in 2023....

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Financial planning

Advice licensees have work to do on improving their documentation of systems and processes or risk falling foul of the regulator....

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Financial planning

A white paper has explored ways to broaden the reach of Australia’s financial advice industry beyond its traditional older client base. ...

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Expert Analysis

It is hard to see financial wellbeing improving in Australia unless advice's methods and diagnostic technology is 'leveled up', writes Bernard Del Rey. ...

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Expert Analysis

Stasis is the enemy of financial advice in Australia today. Some firms avoid changing the way they do business because they are accustomed to doing things a certain way, ...

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Financial planning

FPA chief executive, Sarah Abood, has shared her thoughts on the future of technology in financial services, saying online avatars could one day facilitate engagement wit...

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Financial planning

Financial advice firms are increasingly looking to regulatory technology in an effort to offset the rising cost of compliance, according to a new report....

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Funds management

The tech bust has finally hit the likes of Alphabet, Microsoft and Meta, according to Forager, as it considers its tech holdings....

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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....

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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....

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People & Products

Midwinter has integrated with estate planning platform Inherit Australia to help advisers have easier estate planning conversations with their clients....

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Expert Analysis

The UK's Retail Distribution Review took place almost a decade ago, what has the industry learnt since?...

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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...

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Never miss the latest news and developments in wealth management industry

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

16 hours 57 minutes ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

21 hours 47 minutes ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 16 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago