POWERED BY MOMENTUM MEDIA
ADVICE TECHNOLOGY
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. ...
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
I don't have any faith in the regulator. I've stopped reading these and just think some poor guy got busted for a spell...
By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...