TECHNOLOGY

People & Products

Financial advice technology provider Asendium has announced a partnership with FYG Planners as a key supplier of advice software. ...

People & Products

Adrian Johnstone would succeed co-founder and former CEO Glenn Elliott, who will maintain his role on the Practifi board and an ownership stake....

Financial planning

There is a “strong intent” by advice firms to increase their use of technology and integrate it into their business, according to Adviser Ratings....

Financial planning

Technology has been instrumental in the significant growth of financial advice in the UK over the last decade and a major UK player is eager to transform the local advice...

Funds management

Following the overvaluation of tech products during COVID-19 lockdowns, the sector has returned to normalised levels of demand, according to the asset management firm. ...

Expert Analysis

Dealer groups that win the adviser relationship will be those that place digital at the centre of their adviser value proposition, according to Midwinter....

Financial planning

The super and investment services platform has reported underlying profit growth, despite a spike in outflows across both its FUA and FUM portfolios. ...

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People & Products

The financial services firm has internally appointed its next chief technology officer and executive committee member, following the resignation of Felicia Trewin last mo...

Outsider

Much has been written about the recent development of AI chatbot ChatGPT which can write stories, answer questions and provide fascinating facts for its users....

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Funds management

Development of an advice software solution is one of two factors that have led AMP to announce impairment charges of $68 million for FY22. ...

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People & Products

Former Goldman Sachs managing director, Andrew Rennie, would bring his 30 years of experience in financial services to his new role as chairman of the AreaWealth board. ...

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People & Products

Two cybersecurity reports have examined how well small and medium-sized businesses are prepared for cyberthreats, warning unprepared firms could fail to recover from an a...

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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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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

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...

5 days 21 hours 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...

5 days 22 hours 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...

6 days 21 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....

9 months 1 week 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 1 week ago