Financial advisers call for integrated technology solution as platform satisfaction wanes
Advisers are spending more on technology and using more platforms than ever, but satisfaction levels are on the wane according to Investment Trends.
Wealth platforms failing for advisers: Research
Findings from the 2022 Adviser Technology Needs Report highlight the need for a better investment platform system
Incentives highlight challenge of hyper competitive fintech market
In a world gone social media crazy, having an influential media presence along with a few hundred thousand Twitter followers will secure you more than a yearly...
Cybersecurity the latest challenge for stressed advice industry
Cybersecurity has become the latest battle facing the under pressure, stressed financial advice industry following a landmark court ruling.
Practifi looks to expand its Australian footprint
Move over Salesforce; Australian wealthtech provider Practifi has announced its plans to expand further into the Australian market following extensive...
Reframing advice with technology
According to a new report from EY, How will you reframe the future of advice if today’s client is changing?, the global market for wealth advice is...
FinClear set to launch private market trading platform
Magellan’s investment in fast growing fintech FinClear is becoming more prescient by the day, with the company this week announcing they will shortly be...
For advisers, going digital is more than a Zoom meeting
“Change in the asset and wealth management industry is now accelerating at an exponential rate.” That’s the assessment of Australia’s...
Netwealth tops rankings but Praemium continues to flex
Netwealth has reclaimed its top spot for the sixth time, trading places with HUB24, with a satisfaction score of 91.5 percent for its overall platform...
Wealth management platforms seeing strong growth
Wealth platforms are seeing strong growth as the country gets ready to open its international borders, post-Omicron. This follows-on from a year of robust...
China has launched its own digital currency to take on the US dollar
China has quietly done what many considered unthinkable, by launching its own digital yuan this week, created to reduce its reliance on cash. Real-world trials...