Advice

Aug
22

The future will be fuelled by data

The digital disruption rippling through business and government today is merely a curtain raiser for what comes next. The combination of artificial intelligence (AI), blockchain technologies and quantum computing will usher in new operating models, new industries, new possibilities. The future will be fuelled by data and technologies that harvest, protect, analyse and take action […]

By Reposted by Australian FinTech | Banking . Blockchain . FinTech
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Aug
17

Retirement fintech makes senior appointment

A financial advice start-up founded by former Challenger executive Paul Rogan has appointed a chief customer officer. Joining Retirement Essentials in the new role is Antoinette Tyrrell. She joins a growing team to lead the ‘direct to consumer’ marketing strategy including brand building, designing the member experience and being responsible for the customer growth plan. […]

By Reposted by Australian FinTech | FinTech
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Aug
16

Australian FinTech Launches Australia’s Only Dedicated FinTech Jobs Platform – Australian FinTech Jobs

The team behind the highly successful Australian FinTech website have soft-launched their FinTech employment marketplace platform, Australian FinTech Jobs. Founder and CEO, Cameron Dart, says AustralianFinTechJobs.com.au has been born on the back of the highly successful Australian FinTech website and growing demand from the local FinTech community to have a dedicated employment platform for the […]

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Aug
14

ClearView selects Prime for scaled advice

IRESS today announced that ASX-listed wealth management, financial advice and insurance group, ClearView, has selected XPLAN Prime as its objectives-based, scaled-advice solution.   XPLAN Prime allows financial advisers to deliver objectives-based scalable advice to meet a range of client needs and save significant time, by leveraging the advice capabilities of the XPLAN platform.   IRESS […]

By Australian FinTech | ASX . FinTech
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Aug
08

Fear and loathing from Silicon Valley

By Jacqui Henderson, Founder & CEO – Advice Intelligence An all-pervasive feature of modern life is the speed of technological change, and of our collective capacity to adapt to the multiple impacts of change. It is natural to question the benefits: does the constant challenge to keep up and adapt simplify my life or make […]

By Australian FinTech | FinTech . Robo-Advice
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Aug
07

Advice practices need to pay attention to next disrupters

Managed accounts, robo-advice, and scaled advice are going to be the norm in the next two to three years, Netwealth believes. Presenting at Money Management’s Fintech, Platform and Wraps conference on Thursday, Netwealth head of managed accounts – strategy and development, Steve Thomas said advice businesses were not fully across technologies that were available. Thomas […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Aug
03

YTML: ASIC’s example SoA ‘not balanced’

Customer take up of life insurance advice could be adversely effected if Statements of Advice (SoA) for life insurance do not take a more balanced approach to the information they communicate. This is the feedback YTML General Manager Advice Delivery, Terri Ho submitted to the Australian Securities and Investments Commission (ASIC) on the example SOA provided in […]

By Australian FinTech | FinTech . Insurance
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Aug
01

Intiger hopes BOOM will be hit with financial planners

ASX-listed fintech Intiger Group Limited has launched a back-­office online management portal, BOOM, to give the financial ­industry a leg-up in tackling compliance and administrative costs. The portal runs as a Software as a Service solution and delivers every administrative process ­advice document that users need to run their practice. Advisers can order administrative process […]

By Reposted by Australian FinTech | ASX . FinTech . Investing . Robo-Advice
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