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Why you should see your clients less, not more
Let’s face it. Starting and running a financial planning practice is hard work. It oft...
If nothing changes, nothing changes
Advisers simply will not survive if they continue to spend hours preparing for each client...
Bridging the divide between finance and ICT: why it helps to have a senior accountant with a foot in both camps
As businesses become increasingly data-driven, finance professionals have a vital role to ...
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Advice tech start-up says new upgrade will cut time on completing fact finds
iFactFind has upgraded its digital fact find solution. ...
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The problem with regulators and the ‘unregulated world’
Regulators of the financial services industry are “struggling” to keep up with devel...
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Advisers set to increase use of investment platforms in 2022
The cost of advice is expected to grow as the number of financial advisers in Australia ...
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BT Panorama quarterly results highlights ‘value of advice’
The platform has released its results for the March 2022 quarter. ...
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Praemium reports 82% jump in net inflows
The listed managed accounts platform has enjoyed a healthy spike for the March quarter. ...
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HUB24 platform net inflows up 36%
The investment platform has released its March quarter FY22 results. ...
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Industry suffering ‘disconnect’ on how advice is delivered
Technology is increasing efficiency in the advice industry but there is a “disconnect...
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FinClear launches digital facility for unlisted securities
The firm said that its unlisted liquidity venue would be an important step forward in Au...
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Why digital adoption shake-up has impacted advisers more than clients
An Australian fintech provider managing director believes financial planners have been t...
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Regtech could be the solution to finfluencer conundrum, ASIC says
ASIC has suggested that regtech companies could facilitate online discussions about fina...
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New integration to provide real-time investment comparison for advisers
The financial advice disruptor has announced a new partnership. ...
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Industry applauds budget initiatives backing digital capability and innovation
Measures in the budget targeted at expanding the digital capability of businesses an...
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Budget tech spending welcomed, but more attention needed
The professional association for Australia’s technology sector has welcomed the go...
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New digital solution to help advisers ‘deliver scalable advice’
A fintech start-up has launched the new solution. ...
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Quality of Advice terms of reference highlights ‘growing maturity’ of industry
An industry CEO believes the upcoming review will highlight the important role of technolo...
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Adviser Innovation launches 2022 Adviser Innovation Summit
Adviser Innovation is bringing back the highly anticipated Adviser Innovation Summit. ...
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