TECHNOLOGY

Accounting

The Institute of Public Accountants has called for greater accountability and a legal fix from the Australian Taxation Office over perpetual technology problems....

image
Features

Traits of companies that are truly growing is what investors need to be aware of to benefit from sustained earnings growth, Nick Griffin writes....

image
People & Products

Equity Trustees has become the ‘operator’ of Sydney-based fintech start-up, uXchange, which is part of WealthO2's suite of adviser tech solutions....

image
People & Products

Australian fintech, CXi Software, has announced Linchpin Capital Group Limited-owned Endeavour Securities (Australia) Limited has gone live on its unit registry platform....

image
People & Products

The industry veterans who co-founded BigFuture have brought a new wealth management app to market....

image
Features

Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes....

image
Life/Risk

Boosting efficiencies in advice practices by using technology will be central to managing revenue streams under new hybrid commission structures within LIF....

image
Features

Wayne Wilson looks at the top factors that drive and improve financial advice practice profitability....

image
Financial planning

Financial planners and accountants were hamstrung by the fact that software solutions for the two areas worked in silos and could only be integrated manually by advisers....

image
People & Products

Zurich Financial Services has launched a new mobile app off the back of beta testing with a panel of advisers....

image
Features

As it becomes increasingly necessary for planners to provide goals-based strategic advice, Malavika Santhebennur asks if big data can help them customise advice....

image
Financial planning

Financial training programs provider, Mentor Education entered into a deal with Suitebox to help financial planners become more ‘tech savvy’....

image
Features

We should realign our thinking to the East and accept the ‘rest of the West’ to allow actual global change, Jonathan Wu writes....

image
Features

Financial advisory firms that create a culture of innovation will become more receptive to the changing nature of client relationships and partnerships, Sherise Mercer wr...

image
People & Products

ME Bank has looked to enhance its digital offerings via a five-year strategic relationship with Capgemini....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 3 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

3 weeks 4 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

3 weeks 4 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 3 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago