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TECHNOLOGY
Financial planning
Technology was a focus of the first day of the FPA’s Professionals Congress yesterday, with the organisation both releasing a fintech buyers guide and a new app to match ...
Funds management
Nine years into the global market’s bull run, ETFs appear to be pushing US tech stocks into unrealistic valuations in ways that may end badly for many, a new whitepaper s...
Features
Rhynhardt Roodt asks whether the golden age for the FAANG tech stocks is nearing an end or if they are going to continue to deliver for investors....
Financial planning
Financial planners should use technology to position money management as a central component of financial advice, according to Moneysoft....
Expert Analysis
David Clatworthy writes that financial advice businesses that focus on personalising their advice offerings and utilising digital experiences will be best placed to attra...
People & Products
Netwealth has launched a free, open-source innovation toolkit for wealth management businesses. ...
People & Products
Financial technology and infrastructure company, Sargon, has announced an agreement to acquire 100 per cent of the issued shares in Decimal Software for $1.41 cash per sh...
Expert Analysis
The latest Investment Trends Planner Technology Report suggests that platform providers and planning software firms will need to collaborate to adequately meet financial ...
Awards
Advice RegTech’s Samantha Clarke has been named this year’s Innovator of the Year at the 2018 Money Management Women in Financial Services Awards. ...
People & Products
Advice Intelligence has launched its new software platform for financial advisers across Australia, making paraplanners redundant. ...
Financial planning
Australian clearing, settlement and wealth management technology firm FinClear has acquired the core technology assets of Dion Australia....
Funds management
ETF Securities has launched a new exchange-traded fund that will provide exposure to companies directly involved in the global energy revolution....
Funds management
Disruptive technologies are driving more opportunities in commercial real estate, according to Clarion Partners....
Features
As the financial planning industry moves towards a goals-based, client-centric model, Anastasia Santoreneos investigates why it’s taken so long, what the expectations are...
Financial planning
Financial planners are lagging in meeting client needs as far as technology goes, according to Investment Trends’ research director, Recep Peker. ...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...