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Fintech

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Fixing advice needs for retirees frozen in the headlights

The number of financial planners is shrinking, the price is increasing, and trust is still low. With increasing numbers of Baby Boomers heading into retirement, the need for advice has arguably never been greater.

Will millennials change the investment landscape?

Impact investing is moving out of the fringe and into mainstream investing, and the trend is supported by millennials who will soon benefit from a massive wealth transfer.

The value of 'trust' in financial institutions

Nobel Laureate, Robert C. Merton, says technology and fintechs will find it difficult to build trust, but how much trust do we have in "the contradiction of the country’s most hated company"?

Five ways to filter the fintech hype

Almost every day, there is a new and exciting fintech announcement of the next big thing. Some checks improve the chances of finding the financial services winners.

Fintech platforms disrupting business finance

As fintech funding platforms and instant payment systems grow, small businesses will benefit from greater choice and bargaining power when it comes to obtaining finance and managing cashflows.

Investors should tap strengths of service providers

Every investor deals with a range of service providers, but it's important to know the strengths and weaknesses of each and tap their capabilities accordingly.

Fintechs overcome the trust barrier

Consumers of financial products are increasingly willing to place their trust in new intermediaries, including fintechs driving change with innovation and consumer-driven processes.

Looking deeper than the home page of roboadvice

Behind the glossy facade of the website of the roboadviser, how effectively will the business model deliver quality financial advice and appropriate investment outcomes at a competitive price?

What are all these fintech startups actually doing?

There is healthy activity in fintech startups across Australia, and many new businesses will come to market in the next few months. What did the audience think when they saw 31 such businesses present in rapid-fire?

The upside of fintech for wealth managers

Fintechs are often viewed as disruptive to traditional financial services businesses, but in reality they present great opportunities for savvy organisations, especially within wealth and asset management.

Other articles on ‘wealth disruption’

The Cuffelinks articles on disruption and the future of wealth management have been among the most popular we have published. Here is some suggested additional reading from external sources.

Is there an Uber or Amazon of wealth? Part 2

Looking at the decade ahead, who are the likely winners and losers in the wealth management industry as it adapts to technological innovations, with a particular focus on superannuation? (Plus see related video)

Most viewed in recent weeks

Retirement is a risky business for most people

While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.

The perfect portfolio for the next decade

This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

The challenges with building a dividend portfolio

Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.

How much do you need to retire?

Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.

Welcome to Firstlinks Edition 594 with weekend update

It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.

  • 16 January 2025

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