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Showing 51 - 60 of 106 results for %22Adviser Technology Needs Report%22

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... they embrace fintech solutions. It maps out the financial planning process in six key steps and pinpoints where new technology can best add value in the process, particularly in the areas of compliance and regulatory requirements. According to the research ...

HUB24 upgrades platform

KARREN VERGARA  |  MONDAY, 20 NOV 2017
... platform model undergoing a transformation. "Advisers, brokers and accountants want to access and leverage the latest technology to improve client engagement, increase efficiency and reduce costs. They seek integrated data and reporting functions, a ...

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... have become increasingly popular but the sector's growth can mostly be put down to a product which better services an adviser's and a client's needs. He said when an adviser is considering implementing managed accounts, the firm often asks what experience ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 Practice of the Year, which ...

IRESS enters regtech realm

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
... Lucsan. "As levels of regulation rise and global focus on data and reporting increases, the ability to harness the technology offerings of this partnership will elevate the abilities of enterprises to transform their ongoing regulatory compliance practices," ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
... deliver an integrated research and technology solution to support BT Financial Group's internal research team and financial adviser network. As part of the new arrangement, BTFG's internal research team will use the data and reporting capabilities available ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
... areas in which trustees would like to be receiving advice. Additionally, a majority stated they would turn to a financial adviser over an accountant to fulfil their unmet advice needs. Investment Trend research director Recep III Peker says this opportunity ...

HUB24 expands white label solutions

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
... managing director Andrew Alcock said this new white label partnership is a testament to the flexibility of the firm's technology to meet the needs of the merging accounting and financial advice segments. "Accountable has built a strong business providing ...

Financial services not immune to public inquiry

KARREN VERGARA  |  TUESDAY, 25 JUL 2017
... instituting codes of practice, simplifying products and processes, and deploying budgets towards innovative uses of data and technology to better engage with customers. Organisations are proactively assessing conduct risks in the context of evolving ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
More than 70% of financial planners are open to transition from their primary platform, saying technology providers are failing to adequately fulfill growing needs. Insights from the Investment Trends Planner Technology Report show 75% of financial ...