DIGITAL

Financial planning

The Financial Advice Association Australia has thrown its support behind the use of Digital ID in the financial advice profession to replace challenging and time-consumin...

People & Products

AMP is betting on a digital bank for sole traders and small businesses, in partnership with UK digital bank Starling, to improve its AMP Bank performance....

Financial planning

Investment platform Superhero has announced it will be launching an adviser platform for advisers and dealer groups to help them deliver affordable advice. ...

Financial planning

With more financial advisers exiting and rising costs creating greater inaccessibility, Michelle Levy recommends digital advice as a tool to improve access and efficiency...

image
Financial planning

CFS may be investing millions in adviser technology but the firm believes digital solutions will act as enabler rather than a replacement for in-person financial advice. ...

image
Financial planning

A white paper has explored ways to broaden the reach of Australia’s financial advice industry beyond its traditional older client base. ...

image
Financial planning

More than half of high net worth investors would welcome the ability to access and manage their entire investment portfolio digitally, according to an Investment Trends s...

image
Financial planning

Digital hybrid advice is an answer for Australians excluded from advice due to high costs and for those who do not have ‘complex advice needs’....

image
People & Products

The acquisition of the specialist debt business would include a fixed income digital platform as Perpetual expands its digital presence. ...

image
Funds management

There is a “long growth runway” for companies in the digitalisation space, believes Munro Partners, as consumers carry forward their habits of 2020 into the new year....

image
Expert Analysis

No-one foresaw the extent the pandemic would disrupt life, writes Andy Todd, but has it brought the future of work forward and how will companies adapt as we enter the re...

image
Financial planning

The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....

image
Features

With many advisers facing the need to move licensees, Scan2Archive’s Simon Harris explains how to deal with the challenge of moving from old, paper-based files to digital...

image
Features

As advice practices look to leverage the digital options to reduce costs, Mike Taylor writes that questions are being asked about the value that can be extracted by utili...

image
Financial planning

‘Digital is critical’ for the next generation of financial advice, according to AMP chief executive for Australian wealth management Alex Wade. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 days 12 hours ago

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

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day 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 3 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 ...

2 days 10 hours ago

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

1 day 13 hours ago