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Platform provider updates fee functionality
A major platform provider has made changes to its functionality to make it easier for advisers to manage incoming changes to fee authorisation rules.
NEWS • Fri, 10 Jul 2020
Blockchain supporting trust and transparency in financial advice
Earlier this year, the industry came together in response to a complex piece of new legislation coming out of the Hayne royal commission response.
BLOG • Thu, 09 Jul 2020
Advisers uncertain on tech despite COVID gains
While more financial advisers are leveraging technology than ever before, they aren’t sure it’s working.
NEWS • Thu, 09 Jul 2020
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 incorporate a “human element” if they want to go the distance.
NEWS • Mon, 06 Jul 2020
Why strategic financial advice can be a recession buster
The coronavirus pandemic has dragged the Australian economy into recession, but strategic financial advice can help Australians navigate their way through the turmoil.
BLOG • Tue, 30 Jun 2020
PictureWealth buys NEO
Fintech PictureWealth has bought NEO Financial Solutions, saying it is set on “reinventing the financial advisory and superannuation landscape in Australia”.
NEWS • Mon, 29 Jun 2020
Unhappy clients switching advisers following crisis
COVID-19 has acted as a catalyst for a significant proportion of clients to switch advisers if they felt their adviser’s communication wasn’t up to scratch during the ...
NEWS • Fri, 26 Jun 2020
Australia trails world on robo-advice
Australia lags behind other countries on robo-advice but women investors are driving increased uptake around the world, according to the latest research from Investment ...
NEWS • Mon, 22 Jun 2020
Why leading practices are taking an active approach to advice and portfolio construction
Financial advice firms across Australia are demanding greater control and transparency with the investments they recommend for their clients. This is particularly ...
BLOG • Wed, 17 Jun 2020
