Saxo Capital Markets and OpenMarkets announce Fintech solution for investors

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Strategic alliance between industry leaders to deliver a combined HIN and international equities trading solution to better serve the online broking market. Australia’s fastest-growing online stockbroker, OpenMarkets, and multi-asset class... Read more continue reading

Synchron launches app for advisers

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Synchron’s drive to best leverage innovative technology has seen it launch its inaugural event app for advisers. The event app operates as an informational and functional tool which enables advisers... Read more continue reading

Aon rolls out SuiteBox across Adviser Network to provide improved client experience

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Global professional services firm Aon has collaborated with Global software provider SuiteBox, to roll out its digital workspace technology to its Australian adviser network, to streamline their advice process and... Read more continue reading

Couples may need 40% deposit to afford Sydney home repayments

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For young Australians, one of the biggest challenges they face is the ability to own their own home. In our practice, we are seeing more and more clients who believe... Read more continue reading

YTML: Focus on what you can change

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Advice solution and tech provider YTML is calling on advisers to extract more value from their relationship with their software by working in partnership with it. YTML is software agnostic,... Read more continue reading

Midwinter leverages superannuation gamification to develop consumer facing calculators

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Australian based technology provider Midwinter Financial Services has today announced the release of its public facing AdviceOS calculators. These calculators are designed for super funds and planners who want off-the-shelf... Read more continue reading

Hands off the money! How technology can stop the next payroll fraud

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The alleged $165 million Plutus payroll scandal could have been avoided if automated payments technology was used by employers to make taxation payments directly to the Australian Taxation Office (ATO)... Read more continue reading

What does it take to make diversity and inclusion a reality at the practice level?

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In the past few months the diversity and inclusion spotlight has shone brightly on the wider insurance industry. In late September Lloyd’s ‘Dive in Festival’ elevated the conversation to a... Read more continue reading

InvestmentLink offers data feeds to support goal-oriented client outcomes

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InvestmentLink, Australia’s largest financial data source, has integrated its comprehensive investment data feeds into a personal wealth management platform designed to support advisers in delivering clients’ goal-oriented outcomes. The cloud-based... Read more continue reading

Rediscovering the “why” – how giving clients what they want can make your practice perfect

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Has the advent of technology and a preoccupation with compliance caused advisers to lose sight of what clients really want? And if so, what can we do to get back... Read more continue reading