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. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 week 4 days ago

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

1 month 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 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 20 hours ago

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

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo