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FINTECH
People & Products
IOOF adds enhancements to Pursuit platform to include online transaction, share trading, and corporate actions capabilities....
Financial planning
Midwinter and SuiteBox have teamed up to provide virtual advice software for advisers who find it difficult to have regular face-to-face meetings with clients....
Financial planning
PractiFI has integrated Natterbox’s IP telephony offering into its platform in a bid to streamline voice interactions....
Policy & Regulation
ASIC chairman, Greg Medcraft says the regulator supports robo-advice but also acknowledges problems such as meeting best interests duty and compensating for bad advice....
Financial planning
AdviserLogic, has published its application programming interface to enable greater software integration with third-party applications....
Superannuation
Fintech provider, Enzumo, is seeking shareholder support for its $9.5 million deal to acquire superannuation research house, Chant West....
Funds management
Netwealth has announced it is piloting a new integrated automation service to help advisers better engage with clients....
Financial planning
Wealth Today managing director, Greg Pennells, has called for robo-advice to be outlawed, calling it a ridiculous innovation that takes a one-size-fits-all approach to fi...
Superannuation
First State Super’s chief investment officer, Richard Brandweiner, has announced the firm will build a venture capital platform to seed early-stage and emerging fintech s...
Financial planning
Digital platforms lacked sophistication to provide future projections of investment mixes and enable consumers to understand investment models....
Financial planning
Wealth manager Yellow Brick Road has launched a robo-advice modelling tool, which it claims will disrupt financial services by giving consumers more control over “their f...
Funds management
Shifting customer preferences and a changing regulatory landscape could significantly reduce market share for financial services incumbents, according to Deloitte....
Financial planning
Non-aligned planning group signs Midwinter in effort to expand advice offering....
Financial planning
In a bid to transform the way advisers manage their wealth portfolios BT Financial Group has unveiled the latest iteration of its Panorama mobile app....
Accounting
Accountants urged to get technologically savvy to beat fee compression and expand, including into the wealth management space....
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...