AdviceOS calculators tap into gamification


Technology provider Midwinter Financial Services has released its AdviceOS calculators incorporating a gamification approach and aimed at providing an off-the-shelf configurable calculator solution to be included on .. Read More

FirstChoice FUM tops $80b


Colonial First State’s (CFS) FirstChoice platform last week surpassed a milestone of $80 billion in funds under management (FUM), a result the wealth management group credits from enhancing its customer service.. Read More

Over $140m still owed in refund programs


Less than one-third of an expected $204 million has been paid back to advice customers by a conglomerate of major financial advisory institutions for failing to provide financial advice despite charging customers ong.. Read More

Ignition set to unveil digital advice


Ignition Wealth will launch its digital advice solution using BT Panorama, available to investors, advisers and accountants from Q3 this year. Ignition operates a robo-assisted model, which allows customers to a.. Read More

Finnies reveal Australia’s top fintech talent


Peer-to-peer lender Ratesetter, tech-focused superannuation fund Spaceship and fractional property investment group BrickX are among those nominated for Australia’s inaugural fintech awards. Winners of the.. Read More

Tech and demographics drive super trends


The Australian superannuation industry is facing a transformation driven by a new wave of demographic, consumer and technology changes, according to Bravura Solutions. The financial services software solutions .. Read More

Populism increases, here to stay


Geo-political macro themes create uncertainty in the market, but fundamental ground work was the first step in identifying value and creating opportunities, according to William Blair. Touring Australia from Lon.. Read More

Opinion – Budget 2017: bank shaming or politics as always?


Political veteran Laurie Oakes remarked that the federal Government’s 2017 Budget was a clever political move that “stole the thunder” of Opposition Leader Bill Shorten by neutralising Labor on hear.. Read More

Decimal, Bravura unveil appointments


Decimal Software announced former chief of the Association of Superannuation Funds of Australia (ASFA) and industry veteran Pauline Vamos will join as a non-executive director, as the software giant seeks to make sig.. Read More

Retail investors are more DIY: report


Emerging technologies such as robo-advice and an expanding access to products for investors have shaped Australia’s investment landscape as a rising class of do-it-yourself investors begins to surface, accordin.. Read More

New impact investing forum for Australia/NZ


The Responsible Investment Association Australasia (RIAA) has launched the Impact Investment Forum (IIF) to support the development of the investment market in the Asia-Pacific region as ethical investing continues .. Read More