Sydney-based software company TIQK has rolled out its “best interests duty” analysis for statements of advice....

New research has suggested that planners badly want better tools and that platforms and planning software providers should be collaborating to deliver the appropriate out...

Investor access to the technology sector and private equity or venture capital funds is key, according to chief executive officer of Crestone Wealth Management, Michael C...

DST System’s Shaun McKenna says the future of the financial services industry will see automated services implemented straight to the core of every business. ...

Chris Dixon writes that while technology may have served to shrink the world of investment, it has not diminished the value of investment professionals maintaining the pe...

Risk tolerance assessment tool provider, FinaMetrica, and cloud-based system provider, AdviserLogic, have announced an integration that seeks to help advisers provide bet...

The newly-floated Netwealth has confirmed the value of its managed accounts and technology strategies with a strong first half and a robust full-year outlook....

ETF Securities’ Future Present range of exchange traded funds offers simple and intelligent ways to bring your portfolio into the 21st century by capturing growth in comp...

David Levi looks at why responding to the digital challenge is not just about defence but about shaping a new era of wealth management....

MoneyQuest managing director, Michael Russell has questioned the reliance of financial services companies on big data, algorithms, robo-advice and AI....

There is too much focus on the engagement piece rather than compliance when it comes to financial services firms embracing the digital advice path, Decimal believes....

By automating a lot of processes that go into generating SOAs, planners can focus on achieving their client’s personal goals through advice, AdviserLogic believes....

Digital tools, technology, and robo-advice can drive efficiency in advice businesses, but they must find the right mix between technology and face-to-face relationships ...

IRESS has rolled out an updated version of XPLAN with an increased functionality allowing real-time access to individual XPLAN sessions....