TECHNOLOGY

Financial planning

Technology has been instrumental in the significant growth of financial advice in the UK over the last decade and a major UK player is eager to transform the local advice...

Funds management

Following the overvaluation of tech products during COVID-19 lockdowns, the sector has returned to normalised levels of demand, according to the asset management firm. ...

Expert Analysis

Dealer groups that win the adviser relationship will be those that place digital at the centre of their adviser value proposition, according to Midwinter....

Financial planning

The super and investment services platform has reported underlying profit growth, despite a spike in outflows across both its FUA and FUM portfolios. ...

image
People & Products

The financial services firm has internally appointed its next chief technology officer and executive committee member, following the resignation of Felicia Trewin last mo...

Outsider

Much has been written about the recent development of AI chatbot ChatGPT which can write stories, answer questions and provide fascinating facts for its users....

image
Funds management

Development of an advice software solution is one of two factors that have led AMP to announce impairment charges of $68 million for FY22. ...

image
People & Products

Former Goldman Sachs managing director, Andrew Rennie, would bring his 30 years of experience in financial services to his new role as chairman of the AreaWealth board. ...

image
People & Products

Two cybersecurity reports have examined how well small and medium-sized businesses are prepared for cyberthreats, warning unprepared firms could fail to recover from an a...

image
People & Products

Diverger has acquired technology services firm Priority Networking, a specialist firm in advising technology and cybersecurity needs for small and medium-sized business....

image
Funds management

Premium-rated growth and yield stocks remain vulnerable to further adjustments to interest rates amid continued economic uncertainty, according to investment manager Mapl...

image
Funds management

After a string of high-profile cyberattacks on major Australian corporates, this investment manager sees a key theme for equities in 2023....

image
Financial planning

Advice licensees have work to do on improving their documentation of systems and processes or risk falling foul of the regulator....

image
Financial planning

A white paper has explored ways to broaden the reach of Australia’s financial advice industry beyond its traditional older client base. ...

image
Expert Analysis

It is hard to see financial wellbeing improving in Australia unless advice's methods and diagnostic technology is 'leveled up', writes Bernard Del Rey. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 14 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 12 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 15 hours ago