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TECHNOLOGY
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....
People & Products
Zurich Financial Services has launched a new mobile app off the back of beta testing with a panel of advisers....
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....
Financial planning
Financial training programs provider, Mentor Education entered into a deal with Suitebox to help financial planners become more ‘tech savvy’....
Features
We should realign our thinking to the East and accept the ‘rest of the West’ to allow actual global change, Jonathan Wu writes....
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...
People & Products
ME Bank has looked to enhance its digital offerings via a five-year strategic relationship with Capgemini....
Financial planning
Digital financial advice will be the expected service offering by financial planning businesses in 2017, and they will not have to refund fees due to non-service, Ignitio...
News
IT solutions provider YTML has joined with business effectiveness company, BusinessBlades, and formed a new YTML offering for mid-tier firms....
Superannuation
Financial software firm, IRESS has joined its software, XPLAN, with the Financial Synergy platform Acurity to launch a new advice solution for super funds....
Features
Hugh Young looks at how regulatory and technological change will shape demands for more productive investments....
People & Products
CXi Software has gone for experience in its selection of Stephen Williams as its new director of product and sales....
Awards
Tizzy Vigilante from IRESS was the IT Innovator of the Year at the 2016 Women in Financial Services Awards....
People & Products
Bravura has appointed a new head of account management to support Sonata’s growth....
Funds management
Fund administrator, Link Group, has today announced a large investment in Australian technology solution company, Moneysoft....
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Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...