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FINTECH
Financial planning
The use of financial technology is imperative for advisers to have a client-centric focus during meetings and create an engine for business growth, according to Astute Wh...
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...
Financial planning
The affordability of advice issue can be solved through technology and MoneyGPS believes its tech can bridge the unmet advice gap for Australians who cannot afford compre...
Funds management
After a persistent upward rise for buy now, pay later stocks, they are seeing a change in sentiment with double-digit losses over the past three months....
Financial planning
With only 27% of payments being conducted with cash in Australia, this is leading to a “fertile ecosystem” for fintech companies in the payments space. ...
Financial planning
One-in-four advice firms are using 15 different advice technology tools, presenting an opportunity to consolidate to improve the client digital experience, especially for...
Financial planning
Software is currently too focused on product sales and compliance, and advisers find it difficult to use it to conduct activities that connect with clients, according to ...
Financial planning
There may be convergence of advice and technology but the amount of great technology businesses sits below the level of advice ones, according to BT....
Funds management
Mining and banks will become a smaller component of the Australian Securities Exchange and there will be more fintech businesses instead, Tribeca believes....
Financial planning
Iress has reported a 9% decline in net profit after tax but the OneVue integration is a key focus for 2021 as it looks to grow funds registry by value and funds....
Financial planning
The Government is looking to help condense and automate some approvals, and consents advisers need for clients to reduce costs and increase the quality of advice, accordi...
Financial planning
Bravura has acquired UK pensions software company Delta Financial Systems for $41 million, in a ‘natural extension’ to its growing product and services range. ...
Superannuation
Fintech firms looking for new investment opportunities could look to smaller superannuation funds to integrate their financial planning and superannuation software, accor...
Funds management
The proceeds of the raise will be used to support business development and product research. ...
Funds management
A number of smaller competitors are coming for Afterpay’s buy now, pay later crown and reporting strong share price gains in the process....
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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...