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