Software supported advice platform, Lumiant, has launched its new ‘Your Life’ module. The new module enhances the Lumiant discovery process by identifying what success truly looks like for clients by aligning it with their values. Built for financial advisers by financial advisers, Lumiant is on a mission to radically transform how advice is delivered. Its... Read more continue reading
28
Jul
2021
Midwinter Financial Services Pty Ltd (Midwinter) has announced an integration with Moneysoft, a provider of client engagement software for financial advisers, mortgage brokers and the financial services industry. Advisers using Midwinter’s AdviceOS and Moneysoft’s Fact Find solution can now seamlessly push and pull data between the two systems. The integration allows advisers to select which... Read more continue reading
15
Jul
2021
WealthO2 has launched an app on both Apple and Android to provide advisers and their clients with more flexible and streamlined access to their investment information. Shannon Bernasconi, co-founder and managing director of WealthO2, said: “Advisers have been looking for smart phone access to their clients’ investments and super via an app, as a way of... Read more continue reading
23
Jun
2021
ROAR Software has expanded its digital solution footprint, acquiring Archer to provide financial advisers with a client engaging lifestyle goals and milestone planning application. Archer optimises the goals-based advice process, from the initial meeting visually transforming the clients agreed goals with the financial adviser to an executable plan. This creates a more immediate and satisfying... Read more continue reading
22
Jun
2021
ROAR Software has partnered with Fin365 to offer financial advisers greater choice and flexibility of software solutions, while simultaneously improving business efficiency. Through its Advice Marketplace, ROAR Software delivers a simplified way for financial planning businesses to select and connect to an extensive menu of software solutions, including client engagement, product research and document generation... Read more continue reading
16
Jun
2021
The investment case for robotics, automation and artificial intelligence is much more diverse than most investors realise and is still in the early stages of what will prove to be a long-term trend, says one of the most experienced researchers in the field, Jeremie Capron, Director of Research at index developer and research company ROBO Global.... Read more continue reading
09
Jun
2021
ROAR Software has signed privately-owned licensee Finchley & Kent to its technology platform, providing its network of advisers with access to open architecture, choice and flexibility, tailored advice solutions and the opportunity to build business efficiencies across their practices. The fast-growing licensee has also leveraged ROAR Software’s Highlighter tool, which coverts spreadsheet information from Excel... Read more continue reading
02
Jun
2021
The ACSISS platform from SISS Data Services provides fintechs with a fast and cost-effective path to access consumer data via Open Banking. According to SISS Managing Director Grant Augustin, “We have taken a 3-6 month CDR build for fintechs and turned it into a one-day exercise.” ACSISS leveraged its existing direct data feeds (sometimes referred... Read more continue reading
26
May
2021
Superannuation funds that fail to engage their members through digital advice could find their products are no longer competitive as rivals increasingly build a more holistic suite of services. The need to deliver quality financial advice at scale is growing as superannuation funds strive to close the advice gap for young members and offer accessible... Read more continue reading
18
May
2021
The Royal commission has doubled the cost of advice for many practices. Fact finding with clients is the most time consuming part of the advice process. Advice Revolution is offsetting this impact by reducing the time to deliver advice via its digital fact finding solutions. Adviser users of the platform are seeing an improvement in... Read more continue reading
10
May
2021
Earn CPD Points
CPD: Behaving badly – could our decision-making flaws undermine the consumer protection intent of recent superannuation changes?It is widely accepted that consumer financial protection is important [...]
CPD: Client centric segmentation - a best practice framework for advisersExtensive research[1] into the underlying pillars of success for financial [...]
CPD: Ethics and the professional practiceIn financial planning, ethics can be distilled into acting in [...]
CPD: The S-Curve and the emerging consumerDisruption and disintermediation are increasingly common themes across the global [...]
CPD: When disclosure harms, rather than protects, consumers - an adviser guide to DDO complianceWhilst the Hayne Royal Commission undoubtedly put a wrecking ball [...]
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