Fin365 to launch hybrid advice platformBY JAMIE WILLIAMSON | THURSDAY, 27 JAN 2022 12:24PMFin365 is planning to launch a robo-advice platform, having acquired miPlan as part of its strategy.
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Bell Asset Management announces new chief executive
The new chief executive was previously head of superannuation at Vanguard.
Betashares plans to launch first 'moderately geared' ETFs
Betashares is readying to launch Australia's first moderately geared ETFs on the ASX, as part of its new 'Wealth Builder' product suite.
The Aussie wealthtech firms that are 'most innovative'
The annual list of the world's most innovative wealthtech companies was recently released, with several Australian firms making the cut.
Vale Wayne McGauley
The financial services industry is remembering Wayne McGauley.
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 Sponsored by | Where do advisers invest their time?The stage 3 tax cuts have sparked discussions on bracket creep. Implementing a tax-effective investment strategy is crucial now more than ever. |
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Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
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