Mercer launches Facebook advice service

18-Dec-2017

Superannuation administration group Mercer has launched a new Facebook-based robo advice service that leverages artificial intelligence to calculate the amount of money users will have to retire on. The group sa.. Read More

IRESS integrates Xplan with SuiteBox

19-Oct-2017

Financial software provider IRESS and digital meeting place provider SuiteBox have announced the integration of SuiteBox’s digital workspace solutions with IRESS's adviser software, Xplan, as advisers seek more.. Read More

PractiFI, Midwinter in software partnership

19-Oct-2017

PractiFI and Midwinter have announced a software partnership that is set to streamline the financial planning advice process, with the integration intended to provide users with access to data from both programs. .. Read More

Advisers save time with managed accounts

19-Oct-2017

Advisers who were currently recommending managed accounts to clients were seeing significant time savings when it came to administrative work, as well as positive impacts on their business bottom line, according to B.. Read More

Digital advice guide now available

17-Oct-2017

Robo-advice specialist Ignition Wealth has launched its “12 Step Guide To Digital Advice Success” to help advisers better understand and embrace the future of the industry. Ignition Wealth head of s.. Read More

Advisers should seize fintech opportunity

13-Oct-2017

Financial advisers should use Australia’s burgeoning fintech industry to their advantage by engaging with start-ups around the opportunities to reduce administrative tasks within their business and engage more .. Read More

International funds need education boost

12-Oct-2017

Australian investors understood it was important to diversify their portfolios with overseas exposure, but were lagging on taking action around that, according to a recent survey by funds management technology compa.. Read More

Hub24 records inflow surge

11-Oct-2017

ASX-listed investment platform provider Hub24 yesterday said it had made a “strong” start to the 2018 financial year, with net inflows for the first quarter running at $535 million, boosting funds under a.. Read More

Powerwrap eyes IPO with new chief executive

11-Oct-2017

Powerwrap has recruited the chief executive of high net worth advice group Bennelong Wealth Partners to head up the business as it prepares for an initial public offering (IPO) next year. The platform provider s.. Read More

ASIC crackdown drives need for regtech

10-Oct-2017

Advice firms should embrace the use of regulatory technology (regtech) given the corporate regulator has flagged it will be using more sophisticated data analytics techniques to proactively target firms at risk of re.. Read More

Spring FG launches digital platform

09-Oct-2017

Financial services group Spring FG has launched a new digital platform that will act as a one-stop shop for consumers, linking to their banking, super, brokerage and investment accounts in a single dashboard. T.. Read More

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