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DIGITAL TECHNOLOGY
People & Products
Perth-based advisory and accounting firm Pascoe Partners has launched an online investing solution to serve a broader number of clients....
Financial planning
The national financial advice firm has announced a strategic partnership with Lumiant to build a cloud-based platform that would boost advice clients’ engagement and sati...
Life/Risk
Digital technology’s clash with legacy infrastructure and the spread of 5G mobile networks are among risks identified by Swiss Re Institute in its latest insurance risk r...
Features
Tim Samway explains why Facebook’s ability to play an increasing role in our lives makes it a business able to sustainably grow its earnings over the long-term....
Features
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes....
People & Products
A partnership between Fortnum and Moneysoft will see the dealer group’s planners helping clients with a digital money management solution....
Features
Mark Woolnough weighs up the changing landscape of financial services and tips the digital experience as key to customer advocacy in 2017....
Features
Robo-advice startups are receiving considerable attention from the media, government, and the industry but there is a vast difference between consumer-focused robo-advise...
Features
Trust needs to be established as a core competency to help deliver quality advice and to help consumer regain trust in financial services, Charmaine Cheung writes....
Policy & Regulation
Combining regulation and technology, regtech, could solve regulatory and compliance burdens to create new efficiencies in the financial system, the Federal Treasurer beli...
People & Products
Australian Unity’s Lifeplan has launched an investor portal for investors to track their investments, off the back of its adviser portal experience....
Editorial
Mike Taylor writes that ASIC’s proposal for a regulatory sandbox may prove to be a decisive element in the growth of Australian fintechs....
Financial planning
Wealth managers were the least technology-literate in financial services despite digital demand from HNWIs, with a report pointing to complacency and a focus on tradition...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...