Latest News:
- Labor delivers budget underweight in tech focused measures
- Hurdles emerge for Aussie fintechs after period of record investments
- A future without SOAs
- CFS launches new adviser people and culture platform
- AMP launches ‘innovative’ new retirement solution
- Finfluencers are often ‘extravagant, misleading and unlicensed’, says ASIC chair
- Advice practices lack ‘deliberate’ tech stack
- Likely Privacy Act changes to impact advisers
- NAB leads $6m funding round for Australian fintech Thriday
- Can technology finally make goals-based advice a reality?
Wealth
Advisers embrace robo-advice opportunity
The majority of financial advisers believe robo-advice represents a chance to tap into younger and lower-net-worth clients.
Write comment (0 Comments)Praemium acquires UK software provider
Platform provider Praemium has acquired UK-based financial planning software provider Plum Software.
Write comment (0 Comments)Licensees ramp up software investment
Research house Investment Trends has found licensees are investing heavily into their planning software in order for advisers to better meet the requirements of FOFA.
Write comment (0 Comments)IRESS, Rubik named top for advice software
IRESS’s Xplan and Rubik's Coin have been named as the top two financial planning software applications.
Write comment (0 Comments)Robo-advice to wipe out product floggers
US-based financial planning guru Bill Bachrach has suggested robo-advice tools will decimate FUM-focused advisers, while 'values-based' practitioners will survive the automation trend.
Write comment (0 Comments)Page 78 of 80
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