wealth management

Jan
15

Research shows that budgeting and cashflow management the top advice priority for younger Australians

Younger people overwhelmingly rank budgeting and cashflow management as the most valuable type of financial advice they can receive, according to a recent ING and Rice Warner survey of more than 1000 Australians. Gen Z (66 per cent), Gen Y (60 per cent) and Gen X (40 per cent) all cited budgeting and cashflow management […]

By Australian FinTech | FinTech
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Jan
11

IRESS tipped to win 80% of wealth management market

Morningstar has high hopes for listed technology provider IRESS and anticipates the group’s wealth management software business to increase its market share significantly, driven by strong demand for holisitc financial advice. In a research noted released this week, Morningstar analyst Gareth James notes that the share price of IRESS has fallen 21 per cent over […]

By Reposted by Australian FinTech | FinTech
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Nov
22

Competition in SMSF market tipped to turn as robots enter

A panel of financial experts have staked their bets on robo-advice as the future of SMSF investment. The panel, which was hosted by the SMSF Association and included representatives from the Australian Taxation Office, ASIC, Investment Trends, SuperConcepts and OpenInvest, emphasised the need for SMSF members to keep up with technological advancements in order to continue […]

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

OpenInvest platform gives SMSF trustees direct access to quality investment managers

An online marketplace and platform offering investors access to a diverse range of Australian and international investment managers launched last night in Sydney with self-managed super fund (SMSF) trustees the primary market. The OpenInvest platform will give SMSF trustees and other investors the means and ability to choose from a range of highly credible and […]

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
04

Netwealth releases open-source advice toolkit

Platform provider Netwealth has launched a new open-source toolkit for advice businesses that is focused purely on innovation. Part of the first release of Netwealth’s Innovation Toolkit is the Customer Journey Map workshop, focused on the customer experience and journey, putting employees in the shoes of clients through a series of team activities. Netwealth joint […]

By Reposted by Australian FinTech | FinTech . Investing
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Oct
03

New SMSF admin offering hits market from fintech firm

A fintech firm has developed a new platform which provides SMSF establishment and ongoing administration services. The financial technology platform, called Selfmade, was developed by former Macquarie investment banker Robin Huender and MoneyMe Financial Group chief executive Clayton Howes. Selfmade is an online platform allowing users to establish and monitor the performance of their SMSF […]

By Reposted by Australian FinTech | FinTech . Investing
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Sep
13

Australian FinTech platform WLTH launches giving Australians better control over financial health

Australian FinTech startup WLTH has launched a powerful digital portfolio manager, giving everyone from students to seasoned investors access to industry tools and greater control over their financial health. With unparalleled accuracy and in real-time, WLTH securely connects live data feeds including hundreds of banks, RP Data and Redbook for car valuations, as well as […]

By Australian FinTech | FinTech
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