Raiz Invest brings financial insights to life with Facebook chatbot  

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Raiz Invest Limited, the mobile-first micro-investing platform, has launched a chatbot to improve the user experience. Customers can ask Ashlee specific questions about their account or the financial markets and get general customer support. Much like a personal fitness coach, the aim is to help Australians have a healthier relationship with their finances. With an […]

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UK Crypto-task Force findings demonstrate lack of understanding of industry

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The UK Crypto-task Force has published a ‘unanimously’ agreed report on crypto-assets for its digital currencies inquiry. Its findings demonstrate a deep misunderstanding of the industry. Kate Rhodes, Director of Regulatory Affairs for Coinweb and Industry expert, discusses below. The UK Crypto-task Force report, unexpectedly released today, demonstrates a deep misunderstanding of both crypto-assets and […]

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Wealth Enhancers offers 3 scholarships for its Coaching Academy training program

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Wealth Enhancers, Australia’s leading financial advisory firm for Millennials has launched earlier this year the Wealth Enhancers Coaching Academy (WECA), a 3-day intensive face-to-face program created for financial advisers who want to excel in advising Millennials along with scaling their own business. The course is led by Wealth Enhancers co-founder and Chief Investment Officer Finn […]

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Big data reveals the suburbs where Australia’s wealthiest and poorest retirees live

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The Melbourne area of Stonnington is home to Australia’s biggest spending retirees, according to the latest Milliman Retirement Expectations and Spending Profiles (ESP) report. The average annual expenditure of Stonnington retiree households is $56,711, which is two-thirds higher than the national average ($33,943), with more expenditure directed towards discretionary areas such as leisure. The area […]

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Zenith to provide voting guidance to financial advisers

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Zenith has announced it will now provide formal recommendations on how financial advisers should vote in the best interests of their clients on investment matters that require an investor vote. The growth in investment vehicles has underpinned an increase in investment managers requiring unit holders to approve material changes, such as changes to the investment […]

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BetaShares launches RBTZ – providing investors with access to the global Robotics and Artificial Intelligence Mega-trend

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BetaShares, a leading Australian ETF manager, has announced the launch of the BetaShares Global Robotics and Artificial Intelligence ETF (ASX Code: RBTZ) on the ASX. RBTZ provides access to the disruptive Robotics and Artificial Intelligence (“A.I.”) sectors through exposure to a portfolio of global companies involved in production or use of Robotics and Artificial Intelligence products and […]

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Improving financial literacy & personal coaching are keys to adviser / client success

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Sentry Group Chairman and Managing Director Murray Hills said irrespective of the digital age, increased regulation and compliance, the bar has irreversibly changed for what it means to be a successful professional financial adviser and Sentry’s Aspire Partner practices are leading the way. Our Sentry Advice Aspire Partners program emerged after Sentry reviewed its business model and moved away […]

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Financial planners set to benefit from tech companies’ tie-up

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Financial advisers have been given another boost in the race to digitalise their businesses with the recent tie-up between SuiteBox – a virtual meeting platform designed for financial risk compliance – and YTML, creator of Seido, an integration hub that connects fintech applications that results in a more efficient way to deliver advice. The partnership […]

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Wealth Enhancers makes 2018 Best for the World: Changemakers list 

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We are incredibly proud to announce that Wealth Enhancers was recognized as one of the companies making the most positive improvement in its overall impact based on the independent, comprehensive assessment made by B Lab. Wealth Enhancers was named in 2018 Best For The World: Changemakers list, which recognizes the positive impact and behaviour change among […]

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Lehman: 10 Years After

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Chief Market Strategist, Dave Lafferty discusses what lessons Investors might have learnt 10 Years after the collapse of Lehman Brothers. It’s often said that you should never let a good crisis go to waste. As we approach the 10 year anniversary of the seminal event of the Global Financial Crisis – the collapse of Lehman […]

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