financial planning

Apr
26

Advisers urged to dump simplistic advice to drive growth

Financial planners need to be prepared to shed some clients and rebuild their value proposition if they are to achieve sustainable growth, according to a new white paper released by Matrix Planning Solutions and ClearView Financial Advice. The whitepaper, which has drawn on the experiences of Matrix advisers, argues that for financial planners to deal […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Apr
20

Why your financial adviser loves ETFs

The next time you chat to a financial adviser about portfolio construction strategies, depending on your investment focus of course, the conversation could very well turn to the use of exchange-traded funds. Advisers have become one of the core drivers behind Australia’s rapidly growing ETFs sector, which at the start of this month edged past […]

By Reposted by Australian FinTech | ASX . FinTech . Investing
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Apr
19

IRESS readies industry for Fair and Sustainable Superannuation reforms

Financial technology provider IRESS says that just two months out from the introduction of new superannuation laws, administrators and financial advisers should now be in the final stages of preparation. The superannuation laws, known as the Fair & Sustainable Superannuation reforms, introduce new tax concessions, a $1.6 million transfer balance cap, the removal of the […]

By Australian FinTech | FinTech . Investing
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Apr
11

Moneysoft enters new partnership with Mortgage Choice

Moneysoft’s advice technology will power a new Mortgage Choice Financial Planning tool aimed at bolstering clients’ money management skills and helping them reach their financial goals. Mortgage Choice Financial Planning will offer the tool under the name of MoneyTrack as a part of their cash flow coaching service. Tania Milnes, general manager of Mortgage Choice […]

By Australian FinTech | Borrowing . FinTech . Lending . Mortgage
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Apr
07

Fintech firm’s education offering to merge soft, practical skills

Online learning business knowITdigital has partnered with Monarch Institute to roll out a diploma and advanced diploma of financial planning for the 4000 subscribers to its wealthdigital tool, with content set to cover a broad spectrum from behavioural science to policy. The fintech firm’s offering will be designed as the first step in preparing planners […]

By Reposted by Australian FinTech | FinTech
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Apr
04

Financial collaboration platform myprosperity closes strategic investment round, appoints Chris Ridd as CEO

myprosperity, Australia’s leading cloud-based financial management platform has recently closed a $2.5M strategic investment round and appointed former Xero Australia MD Chris Ridd as Chief Executive Officer. The strategic investment round was supported by existing investors, and saw the addition of MYOB co-founder and early Xero investor, Craig Winkler, to its investor base.   Established […]

By Australian FinTech | FinTech
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Mar
23

Game-changing Aussie fintech Investfit in $1.5m raise uses predictive analytics to turbocharge retirement savings

A new online application for financial planners and advisors has been launched into the Australian market, which can provide clients with a material uplift in retirement savings – potentially in the hundreds of thousands of dollars.   Investfit uses sophisticated predictive analytics to maximise financial goals, such as retirement income, by simulating a person’s financial […]

By Australian FinTech | FinTech . Investing . Venture Capital
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Mar
22

BT Panorama partners with fintech

BT Financial Group has gone live with its retail superannuation administration functionality by partnering with international fintech company, Avaloq. The functionality was launched within BT Panorama. BTFG said it had previously relied on multiple legacy systems to undertake administration functions but this new functionality would allow them to migrate to a more cost effective, single […]

By Reposted by Australian FinTech | FinTech . Investing
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