Since FSRA hit the market in 2004, NZ observers have been watching the progress and developments of the post-regulatory experience in the financial services industry in Australia.
A version of this article was first published in the National Business Review NZ by journalist Campbell Gibson.
IAN DUNBAR: SuiteBox will launch in the US in late 2017
Auckland-based software start-up SuiteBox has completed a $1.5 million capital raise, bringing on a South African financial services firm as a 10% shareholder.
The poor public perception of advice, despite the headlines, is not purely siloed to an impression of the institutional vertical advice businesses. While the headlines of 2016 have centered on the advice industry’s major players, it is the entire function of “advice” that has been called into question.
Who wants to be relevant? Ok, now really, who not only wants to be relevant to the “humans” you seek to provide your services to, but you are actually are prepared to do something about being relevant? You all still with me? Excellent!
- SuiteBox’s client engagement solution for professionals wins prestigious global award at Oracle’s San Francisco OpenWorld event
- SuiteBox named alongside cloud leaders Airbus, Avaya, Dubai Airports, Proctor & Gamble, Renault and State Bank of India among others
In January 2015 I published a report examining Automated Investment Advisers (AIMs), or robo-advisers, as they are more frequently known. At the time this was a relatively new concept sweeping across the Pacific from the US to Australia.
Author: David Whyte
Over 150 submissions have been made by interested parties. The task of sifting through these submissions, to establish an appropriate and acceptable way forward, has no doubt tested the limits of those involved.
We’re happy to announce a proud victory at the recent KPMG Fintech Innovation Challenge as we prepare for FinovateEurope 2016.
In 2016, SuiteBox will present a product/service overview to a highly influential audience of FinTech giants, investors, and media.
Working with FinovateEurope as we begin to expand into new territory.
There’s a lot of opportunities to consider in 2016, emerging markets, a new presidential election and a rise in household investable assets. How best can advisors prepare to make the most of this opportunity?