advice technology

Financial planning

Financial advice identified as M&A hotspot

Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape. ...

Financial planning

Bravura flags digital advice as potential revenue opportunity

Financial planning software provider Bravura is focused on a “back to business” strategy to enhance revenue growth which will include the potential opportunity available ...

Financial planning

VBP unveils minority stake in advice platform

Outsourcing company Vital Business Partners has taken a minority equity stake in a digital platform for financial advisers, which will help fund its future growth plans. ...

Financial planning

Iress partners with Ensombl on advice tech skills

Financial services software Iress and digital community platform Ensombl have partnered up to strengthen the technology skills of financial advisers and paraplanners thro...

Financial planning

Adviser recruitment falls down the priority list

Two industry executives have highlighted why financial advice practices are less focused on adviser recruitment, as technology means they can service more clients with fe...

Financial planning

The cyber risks for self-licensed advice firms

As concerns regarding cyber crime grow, a consultant has shared her doubts regarding whether self-licensed financial advice practices are prepared to mitigate the risks o...