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

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 16 hours ago