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Extend SOA relief to all single-issue advice: FSC
An industry body has proposed the government temporarily extend its SOA relief policy to all types of single-issue advice to allow consumers financially impacted by ...
NEWS • Mon, 10 Aug 2020
Refinitiv acquires advice tech provider
Refinitiv has announced the acquisition of strategic assets from Advisor Software Inc (AS), adding key digital functionality to its wealth management offering.
NEWS • Mon, 03 Aug 2020
Nucleus adds diversity screens
The wealth manager has added diversity as an ethical exclusion as race and gender disparities leap to the forefront of investors’ minds.
NEWS • Mon, 27 Jul 2020
One-man bands still a slave to paper
Many single adviser practices are still managing their business and compliance processes through paper-based spreadsheets, leaving them vulnerable to accidental errors in ...
NEWS • Wed, 22 Jul 2020
HUB24 FUA up by a third
HUB24 recorded a 34 per cent rise in funds under administration during the financial year from the year prior, to $17.2 billion, with record annual net inflows of $4.95 ...
NEWS • Tue, 21 Jul 2020
Wealth managers needs to behave like tech firms
Wealth managers will need to leverage data and analytics “in every aspect of their business” while adviser user ratings will soon be ubiquitous, according to McKinsey
NEWS • Mon, 20 Jul 2020
Adviser Innovation Summit 2020 agenda announced
Adviser Innovation is pleased to announce the preliminary agenda for this year’s virtual Adviser Innovation Summit.
NEWS • Wed, 15 Jul 2020
How to speed up your business growth with online reviews
If knowledge is power, consumers are now more powerful than ever. With the world of information at our fingertips, the journey of buying begins long before someone walks ...
BLOG • Tue, 14 Jul 2020
Clients prefer online advice
Almost two-thirds of consumers favour taking the adviser relationship entirely online, according to new research from KPMG.
NEWS • Mon, 13 Jul 2020
