financial planning

Dec
07

Midwinter announces technology partnership with BUSSQ and Skylight Financial Solutions

Australian based financial advice technology provider Midwinter Financial Services announced its recent technology partnership with BUSSQ superannuation fund. This has seen Midwinter’s AdviceOS platform utilised for a range of advice channels within BUSSQ, namely face-to-face and phone-based advice. BUSSQ has also employed the use of Midwinter’s Client Portal as a meaningful client engagement tool. This […]

By Australian FinTech | FinTech
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Nov
16

Fintech should make advice ‘enjoyable’

A software integration firm has highlighted how technology should be about making the client experience of advice more “enjoyable” as well being agile to constantly changing adviser needs. At a media roundtable in Sydney yesterday, YTML director Terri Ho said a lot of emotion is attached to financial advice, however it tends to become really […]

By Reposted by Australian FinTech | FinTech . Investing
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Oct
31

Financial planners should focus on money management

Financial planners should embrace technology to help their clients focus on money management as a central component of financial advice, according to Moneysoft. Although the technology was out there, only a minority of financial planners offered money management or budgeting advice to their clients, citing concerns about the time it would take to offer such […]

By Reposted by Australian FinTech | FinTech
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Oct
29

How one financial planner’s cultural change is helping tackle Australia’s debt problem

Financial planners are helping to tackle Australia’s escalating debt problem as the industry shifts from selling products to providing holistic advice with money management at its core. Australia’s household debt-to-income ratio has risen sharply in recent years and now ranks as one of the highest in the world at about 190 per cent, according to […]

By Australian FinTech | FinTech . Investing
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Sep
04

Advice Intelligence launches new world financial planning technology

Advice Intelligence (a.i.) has launched Version 1.0 of it’s software platform to financial advisers across Australia. This launch marks the start of a ‘new world’ financial planning movement that will be crucial for the future success of the advice industry. The new technology enables advisers and their clients to co-create the advice journey together. The […]

By Australian FinTech | FinTech . Investing
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Aug
26

Using tech to drive client goals

The financial planning industry is in a state of transformation following revelations from the Banking Royal Commission and reviews by the Australian Securities and Investments Commission (ASIC). Fees-for-no-service and regulatory negligence will be rightly replaced by goals-based, client-centric advice, and technology will work as a driver. Tech has already infiltrated the industry, evidenced by large […]

By Reposted by Australian FinTech | FinTech . Investing
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Jul
10

Forget Hayne, here’s four ways technology will remake financial advice

Technology’s waves have swamped plenty of other industries, so it’s hardly a surprise they are washing over the provision of financial advice. So much so, there’s talk of yet another “-tech”: as in, AdviceTech. So what’s accelerating the pace of digitisation of financial advice? Four key themes come to mind: First, providers realise the current […]

By Reposted by Australian FinTech | Banking . FinTech . Investing
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Jul
09

Open banking rules fuel financial planning shake-up

The financial planning industry is poised for a shake-up as the government’s plan to make it easier for customers to access banking data drives new technology that will allow advisers to respond in real-time to the changing financial circumstances of their clients. Open banking will also change the financial advice industry by allowing advisers to […]

By Reposted by Australian FinTech | Banking . FinTech
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