TECHNOLOGY

Financial planning

The latest data from Investment Trends confirms the push for adviser efficiency is driving planning technology development....

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Financial planning

Technology can increase financial literacy among Australians but online advice solutions cannot replace the an adviser with emotional intelligence, Deborah Kent said....

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Knowledge Centre

As one of the most talked about emerging technologies, some say blockchain technology could revolutionize everything from stock exchange settlements and transport logisti...

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Financial planning

A partnership between IRESS and netwealth will provide advisers with “straight-through processing” and decreasing back office inefficiencies through XPLAN software integr...

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Policy & Regulation

The Government is launching a national fintech taskforce to help cement Australia’s credentials as “the leading market” for financial technology innovation in Asia Pacifi...

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Funds management

Accenture launches specialised practice for banks and brokers to implement blockchain technology and distributed ledger solutions. ...

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Financial planning

Macquarie Wealth Management hopes to capture the 80 per cent of Australians who do not access financial advice, with the launch of its OwnersAdvisory model....

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People & Products

KPMG has acquired technology consultancy, Markets IT, as it builds out its capital markets strategy....

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Financial planning

Colonial First State (CFS) has launched a new mobile app which it claims will help financial advisers provide better service for their clients....

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Funds management

Banks in Australia and New Zealand are lagging behind when it comes to providing “frictionless mobile experiences” for wealth management products, a study found....

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Funds management

Australian banks will need to adopt a forward-looking approach and move to leverage new technologies to counter new risk and regulatory threats, according to a new study....

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Life/Risk

DomaCom’s crowd-funding campaign to purchase the Kidman Station has received a welcome boost with support from an SMSF administration provider....

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Financial planning

High net worth individuals looking to invest in technology are being urged to seek specialist advice as the sector slows down....

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Superannuation

Coal industry super fund, Mine Wealth and Wellbeing has taken a stake in super administration technology provider, Recreo....

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Life/Risk

Life risk insurance specialist Omnium has added new features and integration capabilities to their technology research solution, OmniLife....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

6 days 6 hours ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 day 1 hour ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 4 days ago