Adviser-led technology and services is increasing efficiencies and the ability for financial advisers to better service the investment needs of their clients, according to WealthO2 managing director, Shannon Bernasconi. Research undertaken by WealthO2 suggests advisers are increasingly needing efficiency and automation of compliance, like ROAs, audit trails, seamless model changes through to clients, alerts and... Read more continue reading
22
Nov
2019
Bitcoi Ethereum Ripple Bitcoin Cash Litecoin What is Bitcoin? The simplest definition of Bitcoin is that it is digital currency. Although digital currencies have existed in the past as fiat or centralised currencies, being controlled by a central authority, the Bitcoin protocol has created its own authority as a de-centralised currency. Bitcoin began as philosophy towards... Read more continue reading
30
Sep
2019
The clients of a financial advisory practice are arguably its most valuable asset; a failure to protect client data may not only have legal ramifications, it’s also a question of ethics. Failing to provide a safe physical and online environment for sensitive financial information could expose clients to fraud, identify theft and financial loss. Another... Read more continue reading
17
Sep
2019
Deakin researchers have partnered with financial services provider IOOF to apply artificial intelligence (AI) to the company’s in-house client administrative system – making processing times up to 400 times faster. The project, led by Deakin University’s Applied Artificial Intelligence Institute (A²I²), aims to streamline the handling of hundreds of email queries received by IOOF business... Read more continue reading
12
Sep
2019
OpenMarkets Australia, a digital investing platform with more than 30,000 accounts, is the first to offer clients the ability to invest into companies listed on the National Stock Exchange (NSX) on-the-go via their mobile app OpenMarkets Equix. The Equix mobile app is now available on Apple and Android devices, opening-up Australia’s second largest stock exchange to... Read more continue reading
27
Aug
2019
The expectations from financial advisers on the ability for software and platform providers to act transparently and with integrity has substantially increased since the release of the Hayne Royal Commission findings, according to WealthO2 managing director, Shannon Bernasconi. Commissioner Hayne’s report had a focus on the monetary benefits that flow to advisers and licensees, however one... Read more continue reading
20
Aug
2019
Pendal, one of Australia’s largest and most enduring pure investment managers, has made its first appointment of a dedicated Machine Learning Quantitative Analyst in its Bond, Income & Defensive Strategies boutique, led by Vimal Gor. Itay Feldman has been recruited, initially on a one year basis, with a brief to integrate Machine Learning into the... Read more continue reading
28
Jun
2019
Client engagement solution, AstuteWheel, is celebrating its seventh birthday with the launch of third generation software that includes a regtech solution for financial planners. AstuteWheel Managing Director, Hans Egger, says the latest version of the software comes with new functionality and a new way of taking up the AstuteWheel offer as well as addressing a... Read more continue reading
27
Jun
2019
Amidst the protest of taxi drivers against ride-sharing, the headlines of more manufacturing companies closing and uproar over telecommunications jobs moving overseas, the mature accounting industry is quietly undergoing a dramatic innovation transition. And, the $1Billion Australian FinTech Industry is not the only one to blame. ‘Disruptive Technology’ has been commonplace business language since it... Read more continue reading
26
Jun
2019
Zurich has unveiled a new wellness program – LiveWell – designed to empower and reward life insurance customers who take steps to improve and maintain their physical and mental wellness. LiveWell is an app based program which provides tools for individuals across three wellness pillars: Body, Mind and Community. By logging activity across these pillars... Read more continue reading
24
Jun
2019
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