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Financial planning
Advice licensees have work to do on improving their documentation of systems and processes or risk falling foul of the regulator....
Financial planning
A white paper has explored ways to broaden the reach of Australia’s financial advice industry beyond its traditional older client base. ...
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. ...
Expert Analysis
Stasis is the enemy of financial advice in Australia today. Some firms avoid changing the way they do business because they are accustomed to doing things a certain way, ...
Financial planning
FPA chief executive, Sarah Abood, has shared her thoughts on the future of technology in financial services, saying online avatars could one day facilitate engagement wit...
Financial planning
Financial advice firms are increasingly looking to regulatory technology in an effort to offset the rising cost of compliance, according to a new report....
Funds management
The tech bust has finally hit the likes of Alphabet, Microsoft and Meta, according to Forager, as it considers its tech holdings....
People & Products
Fintechs are expecting to see significant headwinds in 2023 as a lack of talent threatens the sector’s ability to perform on a global stage, according to an EY census....
Financial planning
Fees for ongoing advice have risen 33% in a year, according to annual Padua research, with technology cited as a factor to lessen the burden....
People & Products
Midwinter has integrated with estate planning platform Inherit Australia to help advisers have easier estate planning conversations with their clients....
Expert Analysis
The UK's Retail Distribution Review took place almost a decade ago, what has the industry learnt since?...
Financial planning
There has been a “trifecta of failures” in the remediation of consumers, according to the corporate regulator, with around $1.6 billion still to be paid to 2.7 million co...
People & Products
Count Financial has become the first licensee to introduce DIY Advice technology from Padua Solutions to reduce time spent by advisers on producing Records of Advice....
People & Products
Link Group technology will power a new product launched by US-based Financial Coaches Network aimed at making client engagement more efficient and more effective in suppo...
Financial planning
The only way to address Australia’s advice gap and meet the challenges raised by the Quality of Advice Review is through greater use of technology in financial advice, ac...
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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...