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Global financial services technology consultancy

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Media: Platforms and advice tech roles begin to fade

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Blurred lines: Platforms and advice tech roles begin to fade

Blurred lines: Platforms and advice tech roles begin to fade Professional Planner

Link to article.

Professional Planner-blurred-lines-platforms-and-advice-tech-roles-begin-to-fade

10 August, 2021

Media: Platforms and advice tech roles begin to fade

By Finura Team | February 28, 2023

Developed in conjunction with Finura Group, the ‘2022 Adviser and Advice Tech report’ reviewed five end-to-end providers, 15 application solution providers, six digital advice providers and two platform providers, with a view of how each of those providers interact in the advice framework.

Media: Tougher nut to crack’: Foreign tech may think twice about coming down under

By Finura Team | January 30, 2023

This year will see “fewer foreign raiders” – being overseas tech providers – coming into the market, according to a prediction from Finura Group. The wealth tech consultant is releasing its annual set of predictions for the year, and despite expectations advice business are ripe for overseas capital investment, this may not be the case for tech providers.

Media: Follow the UK and give advice clearer labels

By Finura Team | September 21, 2022

Calls have been made for Australia’s advice industry to follow the UK’s regulatory model of regulating relevant and non-relevant providers separately. The joint submission to the Quality of Advice Review from consulting firms Encore Advisory, Finura Group and Tangelo Advice Consulting has argued consumers having widely dissimilar experiences of receiving advice from relevant providers versus limited scope advice through a super fund, with less regulatory requirements, isn’t a good outcome for consumers.

Finura launches to the Australian market

By Finura Team | August 10, 2021

We’re focused on helping our clients achieve advice excellence and deliver leading edge solutions. Finura launches to the Australian market Following the departure from Enzumo, Peter Worn and Aron Satchell have announced an expansion of Finura Group’s reach into technology consulting and launched an independent wealth technology advisory arm. They said the goal was to […]

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2023 Finura Group © All rights reserved. | Privacy

Media: Tougher nut to crack’: Foreign tech may think twice about coming down under

https://finuragroup.com/wp-content/uploads/2021/09/cropped-Finura-Group-Full-White-BG.png
  • ABOUT
    • OUR TEAM
    • MEDIA
  • SERVICES
    • TECH HEALTH CHECK
    • ANNUAL PREDICTIONS REPORT
  • ADVICE LIBRARY
  • PODCAST
  • BLOG
  • CONTACT

‘Tougher nut to crack’: Foreign tech may think twice about coming down under

‘Tougher nut to crack’: Foreign tech may think twice about coming down under Professional Planner

Link to article.

Professional Planner-tougher-nut-to-crack-foreign-tech-may-think-twice-about-coming-down-under

10 August, 2021

Media: Platforms and advice tech roles begin to fade

By Finura Team | February 28, 2023

Developed in conjunction with Finura Group, the ‘2022 Adviser and Advice Tech report’ reviewed five end-to-end providers, 15 application solution providers, six digital advice providers and two platform providers, with a view of how each of those providers interact in the advice framework.

Media: Tougher nut to crack’: Foreign tech may think twice about coming down under

By Finura Team | January 30, 2023

This year will see “fewer foreign raiders” – being overseas tech providers – coming into the market, according to a prediction from Finura Group. The wealth tech consultant is releasing its annual set of predictions for the year, and despite expectations advice business are ripe for overseas capital investment, this may not be the case for tech providers.

Media: Follow the UK and give advice clearer labels

By Finura Team | September 21, 2022

Calls have been made for Australia’s advice industry to follow the UK’s regulatory model of regulating relevant and non-relevant providers separately. The joint submission to the Quality of Advice Review from consulting firms Encore Advisory, Finura Group and Tangelo Advice Consulting has argued consumers having widely dissimilar experiences of receiving advice from relevant providers versus limited scope advice through a super fund, with less regulatory requirements, isn’t a good outcome for consumers.

Finura launches to the Australian market

By Finura Team | August 10, 2021

We’re focused on helping our clients achieve advice excellence and deliver leading edge solutions. Finura launches to the Australian market Following the departure from Enzumo, Peter Worn and Aron Satchell have announced an expansion of Finura Group’s reach into technology consulting and launched an independent wealth technology advisory arm. They said the goal was to […]

Ready to find out how we can help?

Contact Us

2023 Finura Group © All rights reserved. | Privacy

Media: Follow the UK and give advice clearer labels

https://finuragroup.com/wp-content/uploads/2021/09/cropped-Finura-Group-Full-White-BG.png
  • ABOUT
    • OUR TEAM
    • MEDIA
  • SERVICES
    • TECH HEALTH CHECK
    • ANNUAL PREDICTIONS REPORT
  • ADVICE LIBRARY
  • PODCAST
  • BLOG
  • CONTACT

Follow the UK and give advice clearer labels

Follow the UK and give advice clearer labels Professional Planner

Link to article.

Professional Planner-follow-the-uk-and-give-advice-clearer-labels

10 August, 2021

Media: Platforms and advice tech roles begin to fade

By Finura Team | February 28, 2023

Developed in conjunction with Finura Group, the ‘2022 Adviser and Advice Tech report’ reviewed five end-to-end providers, 15 application solution providers, six digital advice providers and two platform providers, with a view of how each of those providers interact in the advice framework.

Media: Tougher nut to crack’: Foreign tech may think twice about coming down under

By Finura Team | January 30, 2023

This year will see “fewer foreign raiders” – being overseas tech providers – coming into the market, according to a prediction from Finura Group. The wealth tech consultant is releasing its annual set of predictions for the year, and despite expectations advice business are ripe for overseas capital investment, this may not be the case for tech providers.

Media: Follow the UK and give advice clearer labels

By Finura Team | September 21, 2022

Calls have been made for Australia’s advice industry to follow the UK’s regulatory model of regulating relevant and non-relevant providers separately. The joint submission to the Quality of Advice Review from consulting firms Encore Advisory, Finura Group and Tangelo Advice Consulting has argued consumers having widely dissimilar experiences of receiving advice from relevant providers versus limited scope advice through a super fund, with less regulatory requirements, isn’t a good outcome for consumers.

Finura launches to the Australian market

By Finura Team | August 10, 2021

We’re focused on helping our clients achieve advice excellence and deliver leading edge solutions. Finura launches to the Australian market Following the departure from Enzumo, Peter Worn and Aron Satchell have announced an expansion of Finura Group’s reach into technology consulting and launched an independent wealth technology advisory arm. They said the goal was to […]

Ready to find out how we can help?

Contact Us

Podcast: What the Quality of Advice Review means for Advice and Technology

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  • ABOUT
    • OUR TEAM
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  • SERVICES
    • TECH HEALTH CHECK
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  • ADVICE LIBRARY
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PODCAST EPISODE

Podcast: What the Quality of Advice Review means for Advice and Technology

Podcast: What the Quality of Advice Review means for Advice and Technology

11 April, 2022

Selin and Conrad are two leading compliance specialists who advise some of the wealth industry's leading businesses on regulatory and business model transformation.  We talk about the regulation of financial services and the ever-changing role of technology.

With the upcoming Quality of Advice Review and changes to the Corporations Act there is plenty to unpack here and new avenues for technology to improve wealth management in Australia.

Hosts: Nicole Smith and Peter Worn

Links:

  • Tangelo Consulting
  • Quality of Advice Review

We're all about improving the value of advice by helping advisers create better businesses.

Other podcast episodes

Podcast: What the Quality of Advice Review means for Advice and Technology

By Finura Team | April 11, 2022

PODCAST EPISODE Podcast: What the Quality of Advice Review means for Advice and Technology 11 April, 2022 Selin and Conrad are two leading compliance specialists who advise some of the wealth industry’s leading businesses on regulatory and business model transformation.  We talk about the regulation of financial services and the ever-changing role of technology. With […]

Read More

Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo.

By Finura Team | March 2, 2022

PODCAST EPISODE Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo. 2 March, 2022 Mel Drago is the founder of the world’s first online paraplanning marketplace, Tanngo. Connecting freelance paraplanners with their financial adviser clients. She is an entrepreneur with a clear vision of how to improve the delivery of services to the marketplace. We […]

Read More

Podcast: 2022 Advice Tech Predictions

By Finura Team | February 17, 2022

PODCAST EPISODE Podcast: 2022 Advice Tech Predictions 17 February, 2022 Nicole Smith, Aron Satchell and Peter Worn from Finura Group discuss the 2022 Advice Tech predictions for Australia. The team also go through the 2021 wins/fails predictions and some lively debate on the more controversial themes as we see market forces reshaping fintech in the […]

Read More

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Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo.

https://finuragroup.com/wp-content/uploads/2021/09/cropped-Finura-Group-Full-White-BG.png
  • ABOUT
    • OUR TEAM
    • MEDIA
  • SERVICES
    • TECH HEALTH CHECK
    • ANNUAL PREDICTIONS REPORT
  • ADVICE LIBRARY
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PODCAST EPISODE

Podcast: Mel Drago - Founder of Paraplanning Marketplace, Tanngo.

PODCAST EPISODE COVER The Founder of Tanngo

2 March, 2022

Mel Drago is the founder of the world's first online paraplanning marketplace, Tanngo.

Connecting freelance paraplanners with their financial adviser clients. She is an entrepreneur with a clear vision of how to improve the delivery of services to the marketplace.

We go into lots of detail about her journey and the missed opportunity in technology for paraplanners.

Host: Peter Worn

Links:

  • Tanngo

We're all about improving the value of advice by helping advisers create better businesses.

Other podcast episodes

Podcast: What the Quality of Advice Review means for Advice and Technology

By Finura Team | April 11, 2022

PODCAST EPISODE Podcast: What the Quality of Advice Review means for Advice and Technology 11 April, 2022 Selin and Conrad are two leading compliance specialists who advise some of the wealth industry’s leading businesses on regulatory and business model transformation.  We talk about the regulation of financial services and the ever-changing role of technology. With […]

Read More

Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo.

By Finura Team | March 2, 2022

PODCAST EPISODE Podcast: Mel Drago – Founder of Paraplanning Marketplace, Tanngo. 2 March, 2022 Mel Drago is the founder of the world’s first online paraplanning marketplace, Tanngo. Connecting freelance paraplanners with their financial adviser clients. She is an entrepreneur with a clear vision of how to improve the delivery of services to the marketplace. We […]

Read More

Podcast: 2022 Advice Tech Predictions

By Finura Team | February 17, 2022

PODCAST EPISODE Podcast: 2022 Advice Tech Predictions 17 February, 2022 Nicole Smith, Aron Satchell and Peter Worn from Finura Group discuss the 2022 Advice Tech predictions for Australia. The team also go through the 2021 wins/fails predictions and some lively debate on the more controversial themes as we see market forces reshaping fintech in the […]

Read More

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