The Institute of Public Accountants has called for greater accountability and a legal fix from the Australian Taxation Office over perpetual technology problems....
Traits of companies that are truly growing is what investors need to be aware of to benefit from sustained earnings growth, Nick Griffin writes....
Equity Trustees has become the ‘operator’ of Sydney-based fintech start-up, uXchange, which is part of WealthO2's suite of adviser tech solutions....
Australian fintech, CXi Software, has announced Linchpin Capital Group Limited-owned Endeavour Securities (Australia) Limited has gone live on its unit registry platform....
The industry veterans who co-founded BigFuture have brought a new wealth management app to market....
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes....
Boosting efficiencies in advice practices by using technology will be central to managing revenue streams under new hybrid commission structures within LIF....
Wayne Wilson looks at the top factors that drive and improve financial advice practice profitability....
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....
Zurich Financial Services has launched a new mobile app off the back of beta testing with a panel of advisers....
As it becomes increasingly necessary for planners to provide goals-based strategic advice, Malavika Santhebennur asks if big data can help them customise advice....
Financial training programs provider, Mentor Education entered into a deal with Suitebox to help financial planners become more ‘tech savvy’....
We should realign our thinking to the East and accept the ‘rest of the West’ to allow actual global change, Jonathan Wu writes....
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...
ME Bank has looked to enhance its digital offerings via a five-year strategic relationship with Capgemini....
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 ...