TECHNOLOGY

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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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....

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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...

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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...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

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

9 months 2 weeks 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 ago

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

9 months 2 weeks ago