TOOLS

People & Products

Financial advice technology firm Padua Solutions has launched a robo-advice generation tool for financial advisers which it says will help solve four key issues facing ad...

image
Funds management

Popular factor analysis tools might lead investors to dangerous allocation mistakes, according to ERI Scientific Beta....

image
Features

William Truong breaks down which superannuation reforms advisers need to factor in for clients considering making personal super contributions....

image
Funds management

FSC and AIST have released new guidance tools to help super funds meet their regulatory obligations around their operational due diligence. ...

image
Financial planning

Planners use an average of three systems to produce client reviews and it’s an inefficient non-constructive use of their time, according to Investment Trends....

image
Superannuation

Australian technology provider Midwinter Financial Services would leverage superannuation gamification to develop a consumer facing calculator....

image
Policy & Regulation

A firm has launched a series of packages for accountants who wanted technical training, compliance documents, and templates for their limited AFSLs. ...

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 3 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

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

1 week 3 days ago

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

2 weeks 2 days ago

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

3 weeks ago