Majority of financial planners believe practices with outdated technology will not survive: report

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The COVID-19 pandemic has increased demand for financial advice, but financial planning professionals are warning that the role of technology could make or break financial planning practices across Australia. CoreData... Read more continue reading

Resimac announces transformation into a digital non-bank

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Leading non-bank mortgage lender Resimac Group Ltd (ASX: RMC) has announced it was partnering with industry technology and service providers to transition to a cloud-based system. The digital transformation project,... Read more continue reading

CountPlus doubles down on financial advice with focus on growth

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The first ever virtual Annual General Meeting of CountPlus Limited (ASX: CUP) yesterday heard a reiteration by the Company of its strong underlying financial position and targeted growth plans. Deliberate... Read more continue reading

Weekly market update – week ending 13 November, 2020

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Investment markets and key developments over the past week Global share markets rose further over the last week helped by positive news regarding a vaccine for coronavirus but gains were... Read more continue reading

Raiz Invest appoints new Chairman

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Raiz Invest Limited (Raiz or the Company) is pleased to announce the appointment of Kevin Moore as a non-executive director and Chairman, effective 1 December 2020. Moore, a digital marketing specialist who brings... Read more continue reading

Datt Capital Absolute Return Fund ranked as No.1 Australian Equity Fund by Fund Monitors

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Datt Capital, a boutique investment manager, has announced that the Datt Capital Absolute Return Fund has been recognised as the No. 1 Australian Equity Fund as at the end of... Read more continue reading

FPA launches Aged Care Specialist designation for financial planning professionals

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The Financial Planning Association of Australia (FPA) has announced the launch of the FPA Aged Care Specialist professional designation in collaboration with Aged Care Steps’ Accredited Aged Care Professional™ program.... Read more continue reading

FPA names Semester 2, 2020 winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) has named Jacob McCudden of Back To Back Financial Planners in Young NSW as the Semester 2, 2020 winner of the Gwen Fletcher... Read more continue reading

T. Rowe Price expands Australian team to bolster investment capability and client support

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Global investment firm T. Rowe Price has further strengthened its Australian equities investment capability and client support with two Sydney-based appointments. Nick Vidale joins as an investment analyst, bringing more... Read more continue reading

Ground-breaking Rice Warner report to launch SMSF Week

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The SMSF Association’s SMSF Week, to be held virtually from 23-27 November, will launch a ground-breaking report by the actuarial firm Rice Warner about the costs of running an SMSF.... Read more continue reading