ADVICE TECHNOLOGY

Financial planning

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

Financial planning

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

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

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

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

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...

Expert Analysis

The promise of digital advice tools to address the supply/demand inequity is no longer a dream but a very present reality, writes Shaun Green....

Financial planning

New comprehensive advice solution, CCUBE Integrated Wealth, has launched as an alternative to adviser-favourite, XPLAN. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

2 days ago

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

6 days 7 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

5 days 5 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 8 hours ago