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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...

Funds management

Popular factor analysis tools might lead investors to dangerous allocation mistakes, according to ERI Scientific Beta....

Features

William Truong breaks down which superannuation reforms advisers need to factor in for clients considering making personal super contributions....

Funds management

FSC and AIST have released new guidance tools to help super funds meet their regulatory obligations around their operational due diligence. ...

Financial planning

Planners use an average of three systems to produce client reviews and it’s an inefficient non-constructive use of their time, according to Investment Trends....

Superannuation

Australian technology provider Midwinter Financial Services would leverage superannuation gamification to develop a consumer facing calculator....

Policy & Regulation

A firm has launched a series of packages for accountants who wanted technical training, compliance documents, and templates for their limited AFSLs. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 day 9 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 weeks ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

4 days 3 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 5 days ago