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TECHNOLOGY
Features
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes....
Life/Risk
Boosting efficiencies in advice practices by using technology will be central to managing revenue streams under new hybrid commission structures within LIF....
Features
Wayne Wilson looks at the top factors that drive and improve financial advice practice profitability....
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....
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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...