Push to simplify financial statements is a bonus for businesses

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The global push to simplify financial statements is gathering momentum, and those preparing accounts should take the opportunity to conduct their own “decluttering” process, says Crowe Horwath’s Audit Technical Director... Read more continue reading

Video: AdviserVoice/Zurich FinTech Lab – Episode 6, Domacom

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Welcome to the sixth episode of the FinTech Lab video series. We give FinTech providers an opportunity to pitch their products, have them tested by a panel of advice professionals and be... Read more continue reading

The early demise of the Robo breeds digital advice era

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The tone of conversations between institutional investors and wealth managers in the United States has changed in recent past, considerably. There is an undeniable seismic shift away from what the... Read more continue reading

Valentine’s Day for de facto and same sex couples: Get a Will

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Red roses and candlelit dinners may be the traditional way to celebrate Valentine’s Day, but a more useful way to demonstrate deep commitment to your partner is to talk about... Read more continue reading

FinTech start-up to launch an alternative to licensing for accountants

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Fintech start-up, eSMSF Advice, has developed an innovative technology-based practice management solution to help accountants meet tough new rules and regulations, under the government’s incoming licensing regime. The eSMSF Advice... Read more continue reading

Rubik Financial trading update

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Ahead of the release of its half year accounts on 25 February, financial services software company Rubik Financial Ltd has announced that, subject to audit review, it expects the first half result... Read more continue reading

Financial advisers’ problem? Offering to do too much

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Despite a couple of decades of positioning, developing and improving technical knowledge and qualifications, many financial professionals are struggling to get enough clients to engage in holistic planning. We need... Read more continue reading

AdviserLogic announces AdviserLogic 2.0

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Leading technology provider AdviserLogic has announced the launch of AdviserLogic 2.0, unveiling a host of user interface enhancements to be implemented over coming months. AdviserLogic Head of Product Development Daniel... Read more continue reading

Leveraged tops for customer satisfaction

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The Investment Trends 2015 Margin Lending Investor Report revealed that Leveraged was the highest rated margin lender in the industry for the Overall Client Satisfaction and number one for Net... Read more continue reading

Video: AdviserVoice/Zurich FinTech Lab – Episode 5, Domacom

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Welcome to the fifth video in the FinTech Lab series. We give FinTech providers an opportunity to pitch their products, have them tested by a panel of advice professionals and be given... Read more continue reading