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Advisers “highly dissatisfied” with tech incumbentsAdvisers “highly dissatisfied” with tech incumbentsAdvisers “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 platformsAdvisers unsatisfied with major administration platformsAdvisers 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 NOTICEBELEAGUERED FUND MANAGER AMP PUTS 300 ADVISERS ON NOTICEBELEAGUERED 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 probeAMP puts 300 financial advisers on notice, amid ASIC probeAMP 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 RatingsTech solutions with Microsoft and Adviser RatingsTech 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 linksLondon fintech delegation reveals deeper Australia-UK tech linksLondon 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.

Choose your next licensee carefullyChoose your next licensee carefullyChoose your next licensee carefully

29 June 2018 by Matthew Smith, Professional Planner

Adviser mobility and education standards are two important factors in assessing quality and the potential risk in joining Australian Financial Services licence holders, new data shows.

Dover founder Terry McMaster will never work in financial services againDover founder Terry McMaster will never work in financial services againDover 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.

More than 40% of Dover advisers came from big licenseesMore than 40% of Dover advisers came from big licenseesMore than 40% of Dover advisers came from big licensees

26 June 2018 by Mike Taylor, Money Management

More than 40 per cent of financial advisers who moved under the now-suspended Dover Financial Services license came from the big six financial services licensees – AMP, ANZ, CBA, IOOF, NAB/MLC and Westpac/BT – but there is no strong track ...