Roar Software is revolutionising the experience of financial advice with the release of its industry-first advice viewing tool, allowing clients and advisers to view and interact with a Statement of Advice (SOA) or strategy document in a web-based environment. It allows clients to ask questions in real-time and an adviser to provide instantaneous feedback on […]
continue readingWestpac has welcomed the launch of the next phase of Open Banking which allows personal banking customers to share certain data with trusted third parties. Starting yesterday, eligible Westpac customers can share their credit and debit card data, as well as deposit and transaction account data, with accredited third parties. The type of data available […]
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02
Jul
2020
Global research house Investment Trends has released its latest Robo-advice Report, an in-depth study of the adoption and appetite for automated investment services. The study is based on a large-scale survey of almost 20,000 online investors across Australia, the USA, the UK, Spain, Germany, France, Singapore and Hong Kong. Key highlights: US providers continue to […]
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19
Jun
2020
A majority of financial firms’ risk managers in Australia don’t believe they can adequately assess the risks of disruptive technologies, with only 8% describing themselves as fully capable of assessing the risks associated with adopting artificial intelligence (AI) across their organisations, according to a new report by Accenture (NYSE: ACN). Even fewer said they are fully capable […]
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10
Jun
2020
Electronic execution of documents is bedevilling lawyers across the country because of the complex interweaving of various statutes and the common law. John and Mary have an SMSF and are the directors of the corporate trustee. They have recently changed the trustee of their SMSF from individual trustees to a corporate trustee. This was a […]
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09
Jun
2020
Digital data has expanded beyond imagination, and can create some serious issues for privacy and human rights, especially when it comes to the sensitive health data now being used in the battle against Covid-19. The amount of data in the world will reach about 40 trillion gigabytes in 2020, or more than 5,000 gigabytes for […]
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28
May
2020
Most retirement planning tools give people a false impression about whether their retirement savings plans are on track, says Andrew Crawford, co-founder of the digital financial adviser Fiduciary Financial Services. “The problem with most of these planning tools is that they focus solely on superannuation when they should be looking at retirement in its totality […]
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12
May
2020
2020 has seen individuals, business and government living, managing and surviving crisis after crisis – and it’s only March. Bushfires, floods and now the most significant health crisis in the last 100 years. Whilst not everyone has been directly impacted by the first two, we are all impacted by COVID 19. Never before have financial […]
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26
Mar
2020
So you’ve got an awesome idea, MVP or full product/service offering and are eager to disrupt the market… but don’t know how you’re regulated or how to comply? I’m not surprised! The Australian regulatory landscape is complex and can favour incumbents and the big end of town. Start-ups often find regulatory requirements confusing and an […]
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26
Mar
2020
Australian executives spanning technology, venture capital, private banking, accounting and financial planning have joined forces to drive much-needed change in the advisory sector, launching WOWCON 2020. The Whole of Wealth (WoW) summit, which will be held at Crown Casino in Melbourne on June 3-4 aims to reboot the financial advice and accounting sectors after what […]
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10
Mar
2020
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