Latest
News
Platform provider updates fee functionality
Top News
blogs
Blockchain supporting trust and transparency in financial advice
Earlier this year, the industry came together in response to a complex piece of new legisl...
Why strategic financial advice can be a recession buster
The coronavirus pandemic has dragged the Australian economy into recession, but strategic ...
Why leading practices are taking an active approach to advice and portfolio construction
Financial advice firms across Australia are demanding greater control and transparency wit...
Subscribe to our newletters
Tech News
News
Platform provider updates fee functionality
A major platform provider has made changes to its functionality to make it easier for advi...
News
Advisers uncertain on tech despite COVID gains
While more financial advisers are leveraging technology than ever before, they aren’t su...
News
Dealer groups limiting advice tech progress
Adviser dealer groups are hampering the ability of financial planning technology to make b...
News
Robo-advice on the rise, but humans aren't going anywhere
The use of robo-advisers is booming among all age groups, but they will need to incorporat...
News
Implementation of open banking could ‘shake up’ advice industry
The development of open banking could see a more innovative financial services landscape f...
News
BDM-adviser engagement ‘not enough’ during COVID-19
Financial advisers have reported that they are not receiving enough value from their busin...
News
PictureWealth buys NEO
Fintech PictureWealth has bought NEO Financial Solutions, saying it is set on “reinventi...
News
Unhappy clients switching advisers following crisis
COVID-19 has acted as a catalyst for a significant proportion of clients to switch adviser...
News
How to service advice clients without an SOA
An initial financial plan doesn’t need to be the be-all and end-all, according to one ad...
News
Australia trails world on robo-advice
Australia lags behind other countries on robo-advice but women investors are driving incre...
News
Adopting a ‘new mindset’ for advisers in a post-pandemic future
As advisers face a post-pandemic future, adopting a different mindset in performance and e...
News
Increased use of video for advisers may be a game changer
With increasing innovation in video technologies, financial advisers should look to increa...
News
Over half of consumers reject robo-advice
More than half of consumers reject robo-advice due to technological illiteracy and distrus...
News
Financial services must focus on customer experience, digital pathways
Traditional financial services companies are facing pressure to transform as new entrants ...
News
Wealth management technologies changing the game in China
New innovative wealth management technologies could change how Australian wealth managemen...
News
Robo-advisers surging in demand amid COVID crisis
In the last few months, research has shown a surge in the number of investors using robo-a...