IFACTFIND

People & Products

Australian fintech iFactFind and global financial planning technology firm Voyant have integrated their offerings to facilitate a range of services driven by adviser dema...

People & Products

Financial planning technology start-up, iFactFind, has upgraded its digital fact-find solution, adding a mini fact-find and functionality to support efficiency and the de...

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Features

Digitalisation is only growing in importance for clients, writes Alexandra Cain, so it is vital that advisers work out how they can implement it in their practices....

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Financial planning

Advisers need not wait for a ‘holy grail’ technology solution as there are plenty of specialised software solutions out there that can drive efficiency in firms, accordin...

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Features

With a large proportion of financial advisers having now completed the FASEA exam, Alexandra Cain asks whether advisers who passed found it worthwhile?...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 1 day ago