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FINTECH
Financial planning
Advisers may not be required to provide lengthy SOAs to clients in the future but financial plans must still be prioritised, says this fintech executive. ...
Financial planning
Reporting its quarterly results for the three months to 30 June, the firm said it has seen funds under administration increase by $4.4 billion although outflows remain at...
Financial planning
Driven by technological efficiencies, advisers are doing more with less and witnessing increased profitability, according to a survey of over 120 practices. ...
People & Products
Ignition Advice has indicated it is moving away from a regional model in light of growth it is seeing in Europe and will not be appointing a dedicated Australian head to ...
People & Products
Enda Mahoney, former chief technology officer at Mason Stevens, has taken up a similar role at Ignition Advice with the remit of leading its platform and product division...
Financial planning
EXCLUSIVE Speaking to Money Management, Melbourne-based OpenInvest chief executive, Andrew Varlamos, believes the firm was in the ‘right place at the right time’ when it ...
People & Products
With chief executive, Libby Roy, stepping down from the role effective immediately, the fintech company has announced a global external executive search for her successor...
People & Products
The platform’s wealth data and sentiment business ARdata announced its completed acquisition of investment and superannuation system ProductRex....
People & Products
Iress has outlined how it will move to a performance-based remuneration model following feedback that its previous structure was not aligned with shareholder returns....
People & Products
The financial software provider has announced its acquisition of WealthConnect, a digital advice practice management and CRM system. ...
People & Products
AMP Advice has partnered with fintech firm Frollo to provide advisers and their clients with access to its open banking technology. ...
People & Products
The chief executive of an advice financial technology firm is to step down after two years. ...
People & Products
Adrian Johnstone would succeed co-founder and former CEO Glenn Elliott, who will maintain his role on the Practifi board and an ownership stake....
Expert Analysis
Stasis is the enemy of financial advice in Australia today. Some firms avoid changing the way they do business because they are accustomed to doing things a certain way, ...
People & Products
Fintechs are expecting to see significant headwinds in 2023 as a lack of talent threatens the sector’s ability to perform on a global stage, according to an EY census....
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MARKET INSIGHTS
Podcast
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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...