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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. ...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...