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TECHNOLOGY
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. ...
Life/Risk
Facing heavier regulatory scrutiny, new research has suggested that Australia’s major life insurers will likely look to greater use of technology....
People & Products
Sydney-based software company TIQK has rolled out its “best interests duty” analysis for statements of advice....
Financial planning
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...
Financial planning
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...
Financial planning
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. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...