AtlasTrend taps into global themes

17-Nov-2017

New investing platform AtlasTrend is looking to expand its selection of theme-based international equities portfolios to financial advisers following the success of the group’s soft launch to direct investors l.. Read More

AtlasTrend taps into global themes

17-Nov-2017

New investing platform AtlasTrend is looking to expand its selection of theme-based international equities portfolios to financial advisers following the success of the group’s soft launch to direct investors l.. Read More

Value traps need avoiding

16-Nov-2017

Investors considering making an allocation to a value manager needed to be wary their funds were not channelled toward value traps, a situation that could only be avoided through deep stock research, according to an .. Read More

Trustees more savvy with digital engagement

16-Nov-2017

The number of superannuation trustees using social media to engage with super fund members had almost doubled in two years, according to a recent survey by global advisory firm Willis Towers Watson. “The.. Read More

Automation goes beyond advice process

13-Nov-2017

Practice owners and licensees considering incorporating new technologies would do well to look beyond the advice process itself to other parts of adviser businesses that may benefit from automation, according to Prac.. Read More

AMP launches facial recognition for apps

10-Nov-2017

AMP has made facial recognition technology available on its mobile apps Bett3r and My AMP, meaning AMP customers and app users with the new iPhoneX can securely log in with no touch ID or passcode needed. In a s.. Read More

Opinion - Black hats fuel planning emergency

10-Nov-2017

The financial planning industry is brimming with a great deal of enthusiasm at the moment. While there may be some negativity brewing around legislation, technology seems to be coming up with innovative ways of deliv.. Read More

SelfWealth to list on ASX

07-Nov-2017

Online investment community and trading solution SelfWealth has announced it will seek to raise up to $7.5 million from an initial public offering (IPO) to list on the ASX. In a statement, the group, which was o.. Read More

Estate planning must include social media

06-Nov-2017

Advisers should help clients understand how their social media accounts might be affected if they lose capacity or pass away and include these as part of discussions around a client's estate, according to Australian .. Read More

Innovation hub yields 36 new AFSLs

03-Nov-2017

The corporate regulator has granted more than 30 new financial services licences to fintech businesses since establishing its innovation hub, with robo advice being the most popular product category among firms makin.. Read More

WealthO2 taps into new platform demand

01-Nov-2017

Wealth management software firm WealthO2 has doubled its funds under management in just three months on the back of increasing demand from advisers seeking alternative platform services. WealthO2 managing direc.. Read More

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