TOOLS
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...
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
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...