Platforms actively combating cyber fraud: Investment Trends report

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Leading research firm Investment Trends has released its 2017 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners and their clients. Now in its fourteenth year, the report benchmarks 19 of the leading platforms in the industry across 522 key characteristics, providing unique insights into their […]

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AI-powered platform Nod completes $750K capital raise

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Nod, the artificial intelligence (AI) and natural language processing platform that generates documents in real-time for finance professionals, has raised $750,000 in capital in an oversubscribed funding round as the technology start-up now sets its sights on expansion. Founded by CEO Joel Robbie and Adam Parker, Nod’s mission is to remove all barriers for financial professionals […]

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The top security threats to financial services in 2018

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If you are a small to medium business (SMB), how is cyber security relevant to you? Because only the big companies like Sony and Equifax get hacked, right? RIGHT?! WRONG. The truth is, cyber criminals are turning their focus to small businesses, because they are soft and sweet – the low-hanging fruit, so to speak. […]

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Topdocs announces end-to-end integration with Xero Practice Manager

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Legal document provider Topdocs has announced the release of its new integration with Xero Practice Manager (XPM) which enables users to enjoy seamless data sharing between the two platforms. The new integration gives users the ability to have their new companies, trusts and SMSFs automatically created in XPM when the establishment documents are ordered from […]

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BGL and Topdocs announce CAS 360 integration

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Leading legal document provider Topdocs has announced they have extended their range of integration tools to include new integration with BGL’s cloud company compliance software, CAS 360. The new integration, available via Topdocs’ online platform, enables users to register a new company with Topdocs, and have the company instantly set up in CAS 360 with […]

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Macroeconomic outlook benign for Infrastructure… but beware technological disruption

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RARE Infrastructure, the Sydney based investment manager specialising in global listed infrastructure believes 2018 should be a relatively benign year for the sector. “We are expecting a stable operating environment but recognise that any deviation from expectations could cause an outsized movement in asset prices, said Nick Langley, Co- CEO, Co-CIO Rare Infrastructure. “While there may […]

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HUB24 launches integrated Records of Advice solution

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Leading platform provider HUB24 has announced its latest platform enhancements, including an integrated Records of Advice (ROA) solution for advisers and a super contributions tracker. The new ROA functionality allows licensees to upload their own template and store it in the system. Advisers can then generate an ROA from the platform when they trade on […]

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Tech is the new macro – part two

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Implications for labour markets and productivity In this second of a three-part series penned by Epoch Investment Partners, the ‘tech is the new macro’ theme is explored further, to look at tech’s impact on labour markets and productivity – after all, the accelerated pace of technology means disruptive innovation is affecting every sector of the […]

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Machine learning

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Both machine learning and artificial intelligence have been in the headlines a lot lately; not only in the financial press, but also in mainstream titles. This article from Grant Samuel Funds Management (GSFM) explores machine learning – what it is, how it applies to every day life and importantly, how it applies to investment. GSFM […]

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Milliman and Spark Green join forces to create digital engagement tools

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Global actuarial firm Milliman has entered an agreement with Melbourne-based digital agency Spark Green to create a suite of white label calculators and gadgets for the financial services industry. The two companies will work together to create end-to-end solutions that combine Milliman’s proprietary actuarial and risk platform and Spark Green’s ability to communicate complex financial […]

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