New research highlights problematic investor beliefs and behaviour

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Investors are making irrational asset allocation decisions based on inaccurate recollections of past performance, reinforcing the value of professional advice, according to new research by Dr Paul Moran, Founder of

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Advice tech start-up makes key appointment to drive growth

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Financial planning technology start-up, iFactFind has appointed former Business Manager at Trapeze Group, Bill Taylor, to the newly created position of Chief Operating Officer, signalling the group’s plans to expand

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Aussie Fintechs collaborate to drive advice efficiencies

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Financial planning technology companies, iFactFind and Worksorted have entered a strategic partnership to integrate iFactFind’s digital fact find solution and Worksorted’s CRM system to facilitate the transfer of client data

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Vic’s extended lockdown spawns digital advice solution

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Melbourne-based financial planner, Dr Paul Moran, has teamed up with database expert, Mr Sahil Matta, to develop Australia’s most comprehensive, interactive digital fact find. Designed to be a living document,

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Award-wining licensee joins managed account movement

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Melbourne-based advisory firm Moran Howlett Financial Planning has become the latest boutique to launch a managed discretionary account (MDA) solution, which will ultimately see it phase out traditional wrap platforms

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