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FINTECH
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....
People & Products
Fintech business Padua Solutions has appointed former financial planner, Kristen Brown, as a senior research analyst to support its growth....
People & Products
Fintech firm Q4 Associates Limited has joined EY New Zealand, a move it says will enable it to better serve clients across Australia and New Zealand as it expands in the ...
Financial planning
Investor interest in ESG investing is growing but only 20% of investors say their adviser has explained ESG concepts and terms to them....
Financial planning
Fintech providers have responded to advisers’ comments about their viability as a means to lower the cost of advice, highlighting it can bring down costs without reducing...
People & Products
The number of fintech firms has more than doubled between 2017 and 2021, according to KPMG, but firms are being stymied by recruitment difficulties in the local market....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...