Advisers “highly dissatisfied” with tech incumbents
10 July 2018 by Nicholas Grove, Money Management
Financial advisers are demanding more from administration platforms, planning software and investment research vendors to help them deal with a “tsunami of disruption” to the industry caused by regulatory change and growing customer expect...
Advisers unsatisfied with major administration platforms
10 July 2018 by Independent Financial Adviser
New research from Adviser Ratings has found financial advisers are more satisfied with smaller, more agile administration platforms than the larger incumbents.
BELEAGUERED FUND MANAGER AMP PUTS 300 ADVISERS ON NOTICE
10 July 2018 by The Bull
Fund manager AMP has told over 300 of its self-employed financial advisers that they may lose their licenses to give advice.
AMP puts 300 financial advisers on notice, amid ASIC probe
9 July 2018 by Alice Uribe, Australian Financial Review
AMP has put more than 300 advisers on notice that it may discontinue their licence to provide financial advice as the under-pressure wealth manager tries to reduce risks, amid a corporate watchdog probe and possible legal action.
Tech solutions with Microsoft and Adviser Ratings
8 July 2018 by Cec Busby, Kochie's Business Builders
This Kochie’s Business Builders Case Study features Jaime Brands from Adviser Ratings. Together with Microsoft Master Trainer Daniyel McAvoy, Kochie tackles small business tech solutions.
London fintech delegation reveals deeper Australia-UK tech links
2 July 2018 by James Eyers, Australian Financial Review
Ten Australian fintech start-ups are in London this week on a trade delegation arranged by the Australian British Chamber of Commerce, a sign of deepening ties between the two nation's technology scenes.
Dover founder Terry McMaster will never work in financial services again
29 June 2018 by Alice Uribe, Australian Financial Review
The founder of Dover Financial Advice group has vowed to never work in the financial services industry again, as the corporate watchdog accepts a court enforceable undertaking from the shuttered company.
Beware 'micro self-licensed' financial planning businesses
24 June 2018 by Alice Uribe, Australian Financial Review
More than 500 "micro self-licensed" financial planning practices established in the past three years could be most at risk of disciplinary action from an emboldened corporate watchdog, along with fast-growing financial planning businesses ...
The reinvention of financial advice
25 June 2018 by InvestSMART
Within a few years from now, the number of licensed practitioners in the financial advice area is likely to be half of the current total. So, if you’re a planner, maybe it’s time to start planning a career change?