Platforms fast-track digitalisation of key processes to support financial advisers in a socially distanced world

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Leading research firm Investment Trends has launched its 2020 Platform Benchmarking & Competitive Analysis Report, an in-depth study of investment platforms used by Australia’s financial advisers and their clients. Digitalisation of key processes was a key focus area for platforms, according to the latest report now in its 17th year. The Report found that platforms... Read more continue reading

Vanguard CEO Tim Buckley encourages Australian advisers to embrace technology in an increasingly digital world

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Vanguard Australia has hosted its annual adviser roadshow virtually, featuring Global CEO Tim Buckley, Asia-Pacific Chief Economist Qian Wang and Senior Economist Alexis Gray. This year’s theme ‘Forward’ heralds Vanguard’s commitment to supporting advisers manage client relationships and build their businesses in a world that is increasingly digitally enabled. Speaking to nearly one thousand financial... Read more continue reading

Rest Super selects Charles River IMS to streamline front and middle office operations

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Charles River Development, a State Street company, has announced that Retail Employees Superannuation Trust (Rest), one of Australia’s largest industry superannuation funds with approximately 1.8 million members, has selected the cloud-based Charles River Investment Management Solution (Charles River IMS) to consolidate their front and middle office operations for managing asset allocation, global equities, fixed income,... Read more continue reading

CPD: The Pandemic accelerant – digital age business strategies

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The following article is an excerpt from a white paper written by two investment experts from Epoch Investment Partners: William W. Priest, CFA — Executive Chairman, Co-CIO and Portfolio Manager Kevin Hebner, PhD — Managing Director, Global Investment Strategist. This is the second part of a series examining the impacts of COVID-19 and how this... Read more continue reading

RateMySuper tool to help members understand and compare fund performance

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Leading superannuation research house SuperRatings has launched a new super fund comparison tool to help members understand and compare investment performance across different super funds. The RateMySuper tool is made available to super funds to help current and prospective members understand how their fund stacks up on a net benefit basis. The Lonsec-owned SuperRatings said... Read more continue reading

Plug-and-play data access to kick start struggling fintechs

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As Australia’s Open Banking regime creeps forward, Australian privacy and data-sharing tech firm ID Exchange is helping impatient fintechs immediately access Open Banking with a “plug-and-play” data-sharing platform they can activate today. Joanne Cooper, CEO of ID Exchange, believes that utility-style platforms which help fintechs address complex privacy and compliance elements without the costly outlays... Read more continue reading

BNP Paribas Securities Services joins forces with Digital Asset to develop DLT trade and settlement apps

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BNP Paribas Securities Services has announced a new partnership with Digital Asset to design a number of real-time trade and settlement apps using DAML[1] smart contracts. The new apps will provide market participants in Asia Pacific with real-time access to the Australian Securities Exchange (ASX) and Hong Kong Exchange (HKEX)’s anticipated DLT[2]-based trading and settlement... Read more continue reading

Human touch in a new digital world – the future of financial advice

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Fintech and Insuretech innovation hub, Axell, has released a comprehensive research report, Human touch in a new digital world: The future of financial advice, (the Report) which explores future opportunities for digitally transforming financial advice around the world. Axell Founder and CEO, Moshe Tamir, said extensive research for the Report was conducted over a six-month... Read more continue reading

BT Panorama mobile app receives highest user ratings for third year in a row

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For the third year running, the BT Panorama mobile app achieved the highest ratings from advisers surveyed, according to the latest Investment Trends Planner Technology Report. Nine out of ten advisers who use BT Panorama rated the app as ‘good’ or ‘very good’, positioning BT Panorama as the clear market leader (90 per cent for... Read more continue reading

Revolutionary digital platform makes startup funding a piece of cake

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Software as a Service (SaaS) company Cake Equity (Cake) has partnered with innovative capital markets platform Wholesale Investor to digitise, innovate, and streamline  capital raises, share registries, employee share schemes, and valuations for startups and small business. Recent research from Wholesale Investor shows the leading problem for startups is access to investors, closely followed by... Read more continue reading