ADVICE REGTECH

Financial planning

Having suitable breach reporting systems will go a long way to show licensees are pro-actively dealing with regulatory changes to the corporate regulator, even though it ...

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Financial planning

There may be convergence of advice and technology but the amount of great technology businesses sits below the level of advice ones, according to BT....

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Features

Working from home is one of the biggest shifts globally to have come as a result of the COVID-19 pandemic. While a financial adviser’s work is centred around physical fa...

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People & Products

Industry Fund Services and Advice RegTech have partnered to launch human-assisted machine learning artificial intelligence platform SAMI to help with automated regulatory...

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Awards

Advice RegTech’s Samantha Clarke has been named this year’s Innovator of the Year at the 2018 Money Management Women in Financial Services Awards. ...

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MARKET INSIGHTS

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

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago