investment

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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Nov
13

Technology helping SMSF trustees to deal with uncertainty

An array of emerging tools is available to help SMSF trustees better manage their assets, crucial in times of stockmarket volatility. These new, largely digital technologies are giving trustees and members quality information about how to optimise the performance of their funds. Increasingly, self-directed SMSFs are able to access more asset classes via a joint […]

By Reposted by Australian FinTech | FinTech . Investing
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Nov
12

DIY super funds getting into Bitcoin and other cryptocurrencies

More do-it-yourself super funds are investing in cryptocurrencies as interest in investing in digital currencies rises among investors generally. While no hard data will be available until later next year when the Tax Office releases figures for the first time on how much cryptocurrency is held by funds, industry players say there are more self-managed […]

By Reposted by Australian FinTech | Bitcoin . FinTech . Investing
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Nov
09

Equity Crowdfunding: A Fintech Story

  by Steve Kourabas* Digital Revolution The period following the global financial crisis of 2008 has brought with it massive changes to the digital economy. Almost every human interaction, and almost every organisation, has been impacted by the technology boom, which has brought with it new opportunities for innovation and dynamism. Developments in the area […]

By Australian FinTech | FinTech . Investing
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Nov
08

Managed accounts provider enters crowdfunding

ASIC has granted a variation to the AFSL of a managed accounts provider, allowing it to provide an equity crowdfunding service. BIR Financial told shareholders that its securities trading and corporate advisory business, Pulse Markets, was recently granted permission to begin an equity crowdfunding service. Pulse Markets currently offers several model portfolios to clients as […]

By Reposted by Australian FinTech | FinTech . Investing
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Nov
07

Ord Minnett readies online consumer lender MoneyMe for fund raising

Fast-growing consumer lending company MoneyMe knows plenty about writing cheques, and now it is asking potential investors to do the same. Street Talk understands MoneyMe will front institutional investors and family offices in coming days, seeking support for a pre-initial public offering funding round. The raising is expected to be worth as much as $15 […]

By Reposted by Australian FinTech | Borrowing . FinTech . Investing . Lending
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Nov
06

How Westpac is investing in fintechs and spending $1 billion on digital transformation

Westpac’s annual results show how far the bank has gone to transform itself into a digital showcase and how it has been heavily investing in the rise of disrupting fintechs. Out of a total investment of $1.4 billion, the bank spent more than $800 million in system upgrades, digital transformation, and innovation. CEO Brian Hartzer […]

By Reposted by Australian FinTech | Banking . FinTech . Investing . Venture Capital
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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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