Macquarie unveils adviser payments system

19-Jul-2017

In an effort to help advisers be more efficient when managing payments on their clients’ behalf, Macquarie has launched a new adviser-initiated mobile payments system. Speaking to financialobserver, Macqua.. Read More

Macquarie unveils adviser payments system

19-Jul-2017

In an effort to help advisers be more efficient when managing payments on their clients’ behalf, Macquarie has launched a new adviser-initiated mobile payments system. Speaking to financialobserver, Macqua.. Read More

VicSuper launches digital advice

19-Jul-2017

Superannuation fund VicSuper has released a new digital advice suite that aims to strengthen member engagement through online discussion of retirement goals. The free service for members, called Beeline, provid.. Read More

Robo ill-equipped for retirement planning

18-Jul-2017

Robo-advice offerings in Australia were limited by an inability to truly assess the suitability and appropriateness of financial products to an individual’s circumstances and using robo-advice in relation to My.. Read More

BigFuture launches wealth management app

18-Jul-2017

Cloud-based advice service BigFuture has launched a new app to help consumers better manage their money, and would seek to partner with superannuation funds and financial planning firms looking to embed the technolog.. Read More

Franklin Templeton launches online training

17-Jul-2017

In an effort to provide greater levels of support for financial advisers, global asset manager Franklin Templeton Investments has created a new digital education platform specifically designed to help Australian advi.. Read More

FirstTech digital offering receives boost

14-Jul-2017

Colonial First State (CFS) has announced the next phase of digital enhancements to its FirstTech app aimed at giving advisers greater clarity over key legislative changes and reforms introduced by the government. .. Read More

Established platforms lag newcomers

14-Jul-2017

Investment Trends’ 2017 Planner Technology Report reveals that while financial planners’ needs are evolving, technology providers are struggling to keep up. The study, based on a survey of 533 finan.. Read More

Platform restrictions boost multi-boutiques

13-Jul-2017

Rigid restrictions on how investment products were rated and placed on adviser platforms were making it virtually impossible for boutique investment managers to access retail investor money and giving rise to the mu.. Read More

Advice value results from ongoing engagement

12-Jul-2017

Continual engagement with clients was pivotal for demonstrating the value of advice, according to financial services business management platform PractiFI. Speaking to financialobserver, PractiFI chief executive.. Read More

PPM adds SMAs to Powerwrap

12-Jul-2017

Private Portfolio Managers (PPM) has made its separately managed accounts (SMA) available through Powerwrap in an effort to satisfy growing adviser demand for an SMA manager with a history of delivering client focuse.. Read More

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