Blog

June 12 2019

Company Reaches 1.5 Million Customers and 3,300 Retail Partners in US Just One Year After Launch

October 12 2017

Australia's big banks are lagging behind their Asian counterparts by maintaining older-style platforms that don't give customers a wide variety of choice according to the chief executive of Avaloq, the Swiss banking giant behind ...

October 05 2017

Fintech startups and smaller financial services providers will be able to access data from Macquarie – with customer consent – in a pioneering arrangement known as “open banking” to let them build applications and services around ...

September 28 2017

As consumer needs and the financial landscape evolve, major banks are being forced to reconsider their approach to wealth management services. Colonial First State, for example, has predicted that the retirement of Baby Boomers ...

September 28 2017

Given the crisis-ridden recent past and the future challenges of the financial planning industry, it is timely to question whether financial planners are managing the total wealth of customers or just managing money. The ...

September 21 2017

Bill Gates once famously said, “We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next 10.”

September 14 2017

Financial planners with the right business model, placing strong relationships with clients at the centre, can breathe easily in the face of any threat posed by robo-advice.

September 02 2017

Navigating the investment roadmap often calls for a financial adviser – someone with the tools to sift through the clutter of a market flooded by information.