Dover’s demise – consumers and advisers abandoned 

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As the fallout and ramifications of Dover Financial Advisers (Dover) demise continue to reverberate following the group’s decision to hand back its AFSL and it has exposed the immense flaws... Read more continue reading

What you need to know if you’re going to buy to grow

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As many advice businesses reach maturity it is common to consider whether they should “buy to grow”.  Should they buy another practice, or more commonly, should just buy a book... Read more continue reading

OnMarket wins FinTech Australia award for ‘Excellence in Crowdfunding’

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OnMarket has been awarded the 2018 FinTech Australia award for ‘Excellence in Crowdfunding’ at last week’s Finnies Awards held in Sydney. The Finnies are Australia’s only industry-backed awards, which are supported... Read more continue reading

Australia’s best and brightest FinTech startups celebrated at the 2018 Finnies Awards

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The head of a trail-blazing energy financing startup – which last month secured $18.5 million in additional funding – has been named Australia’s outstanding FinTech leader of the year. Katherine... Read more continue reading

How advice practices benefit from early ratings on new funds

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In the past month Zenith has been the first Australian research house to rate three new funds from Airlie Funds Management and Firetrail Investments, and as Zenith’s Head of Equities... Read more continue reading

The future of advice – Separating planning and portfolio advice

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DFS Portfolio Solutions Principal, Stephen Romic, addresses the future of Financial Advice, which is based on his firm’s experience in successfully separating planning and portfolio advice. The DFS approach promotes... Read more continue reading

BNY Mellon and Deutsche Bank launch chatbots to deliver faster status information flow

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BNY Mellon and Deutsche Bank have announced the integration of their chatbots built on the Symphony platform which will result in a more seamless flow of information for clients trading... Read more continue reading

International banking made easy with Citi’s new global currency account

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Citi Australia yesterday launched the Global Currency Account, an all-in-one global banking solution that combines the capabilities of a multi-currency bank account with that of a foreign currency debit card,... Read more continue reading

Small business hardest hit by rising minimum wage

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The Fair Work Commission last week delivered its annual wage review – the highest percentage we’ve seen since 2011. This decision will have a significant impact on all businesses and industries and... Read more continue reading

ANZ’s OnePath launches trustee and member portals for group clients

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ANZ has launched two new digital tools that offer trustees and members the convenience of real-time digital access to a reliable and centralised source of claims information. Accessible via any... Read more continue reading