TECHNOLOGY

Funds management

Platinum’s Cameron Robertson has used his technology background to highlight opportunities in Asia as he takes over co-management of the Platinum Asia fund....

image
Features

COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...

image
Financial planning

The unintended consequences of new regulation can be costly without really benefitting the consumer, as consumers instead become inundated with overbearing regulatory inf...

image
Funds management

Firms believe US President Biden would be more likely to strike a balance between economic and security interests compared to his predecessor....

image
Financial planning

Independent financial advisers who are unencumbered by vertically integrated institutional models will be able to save costs with greater access to a broader platform and...

image
Expert Analysis

As the medium between the client and the adviser, writes Kathy Vincent, it is imperative for platforms to respond to technological changes and adapt to their needs....

image
Funds management

The high valuations of technology firms could be challenged if inflation is to rise quickly, according to fund managers....

image
Financial planning

The use of technology has been a benefit to advisers during COVID-19 lockdowns and restrictions, and advisers need to fully embrace how it can be used to streamline all o...

image
Financial planning

Centrepoint Alliance has emerged as a financial advice bridgehead for UK advice technology firm, Intelliflo....

image
Funds management

Developments such as e-prescriptions and robotic surgery are accelerating the convergence between healthcare and technology which will be a key trend over the next decade...

image
SMSF

The corporate regulator alleges the financial technology firm’s brochure on self-managed superannuation funds was misleading. ...

image
Funds management

The fund would give investors access to the “defining technology of our time” via its investment in artificial intelligence products. ...

image
Funds management

The recent outage of the Australian Securities Exchange, currently subject to a regulatory investigation, has prompted one asset manager to dump the stock from its portfo...

image
Financial planning

The volume of regulatory change means it is becoming impossible to do business as a financial planner using old technology and old ways of operation, according to the Fin...

image
Expert Analysis

Andrew Walsh explores what trends have disrupted financial advice this year and how the sector is proving resilient in the face of change....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months ago

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

4 months ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks ago