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AFSL holders need to watch their words, fintech says | Money Management

Recent interventions by the investment regulator, like cracking down on the use of words such as “independent,” highlight the need for Australian Financial Services licensees to be more careful about the wording of their own marketing materials, according to fintech YTML.

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Data feeds devalued as API emerges | Professional Planner

Government-mandated open banking will empower new tools and lessen the value of data feeds in systems such as Xplan and Coin, one fintech executive says.

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Data will be key platform differentiator

The way platforms collect and use data will be the deciding factor in their ongoing success, according to software firm YTML.

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Data to be key differentiator for platforms

The way investment platforms collect and use data will be the deciding factor in their ongoing success, according to software firm YTML. Speaking as part of a panel at the if a Business Strategy Day in

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MLC tips further IFA sector growth

MLC is moving to escalate its IFA-facing operations as the burgeoning independent and boutique financial advice sector continues to develop. MLC has announced it is signing on as Principal Partner of

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Finalists announced for Fintech Business Awards

The finalists for the Fintech Business Awards 2018 have been announced, including a number of financial advice practitioners and service providers. The 2018 Fintech Business Awards will identify the

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2017 Year in Review: Pleasure and Pain

From increased compliance to a harsher regulator, it was a year of uncertainty and upheaval for financial advisers. But with an IFA uprising and innovations in technology, there was also some cause for celebration.

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Dealer groups key to fintech collaboration

Forward thinking dealer groups are the new wave of clients of fintechs, as they look for more efficient and effective ways to provide advisers with the services they need. It is an exciting developm

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ASIC’s Life SoA Downplays Advice | riskinfo » News

Further calls have been made to move commissions off the front page of ASIC’s example Life Insurance Statement of Advice (SoA) with the FPA stating the document should highlight the advice process first.

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YTML: ASIC's example SoA 'not balanced' - Australian FinTech

This is the feedback YTML General Manager Advice Delivery, Terri Ho submitted to ASIC on the example SOA provided in Consultation Paper CP 284.

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YTML: ASIC's example SoA 'not balanced' - AdviserVoice

Customer take up of life insurance advice could be adversely affected if Statements of Advice (SoA) for life insurance do not take a more balanced approach to the information they communicate. This is the feedback YTML General Manager Advice Delivery, Terri Ho submitted to the Australian Securities and Investments Commission (ASIC) on the example SOA …

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There’s a world championship for Excel spreadsheets

DUMFRIES, Va. — John Dumoulin has never really set foot in an office. He works part-time at Chick-fil-A. But the 17-year-old from northern Virginia is the undisputed king of that bane of office wor…

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ASIC draft SOA underplays advice: YTML

  The regulator’s draft SoA for life insurance needs to be restructured in line with the goal of making advice more transparent, YTML has said, suggesting that focus groups with advisers would ha

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Cut emphasis on payments in ASIC risk SoA

Adviser remuneration for life insurance does not need to be spelled out on the first page of a statement of advice (SOA), according to YTML Group. In a submission to ASIC’s consultation paper on a new example SOA for life insurance, YTML detailed why the example document needs to be more balanced.

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Shaking the tree

There is something wrong with the dealer group recruitment model but a revolution is coming. Business owners are, in the main, cynical about recruiters so there is a certain degree of inertia they

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A bizarre stereotype in boardrooms | Money Management

It is not in Outsider’s nature to reinforce stereotypes of any kind, gender or race or otherwise. Sometimes, these things just land in his lap when he’s not even seeking them out.

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Advisers scared of too much software choice: YTML - Adviser Innovation

There are too many choices of software in the industry, making it challenging for advisers to integrate new technology, according to advice consultancy YTML. Speaking at a media roundtable in Sydney, YTML director Terri Ho said the reason technology remains a challenge for advisers and licensees is because there are too many choices of software, …

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Too much software choice scaring advisers, says YTML

Advisers are challenged by integrating new technology into their firm due to their being too many choices of software, according to advice consultancy YTML.

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Old technology costing advice industry

The majority of financial advice firms are still choosing to rely on Microsoft Excel as their primary source of administrative software despite a range of financial software products coming to market, YTML said.

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Software firms must collaborate on advice: YTML

Fintech providers need to be more collaborative in solving software challenges and deliver more innovative solutions to market, says consulting and technology firm YTML.

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Practices reluctant to embrace new tech

Despite the wide variety of technology options available to help advisers streamline their administrative tasks, the vast majority of practices wer...

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More openness required to progress advice industry says YTML - Australian FinTech

YTML is a software agnostic service provider, working with the advice industry to solve its software challenges.

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YTML: More openness required to progress advice industry - AdviserVoice

The advice industry will struggle to take the next major step in its evolution unless more innovative solutions are delivered to market. According to YTML CEO Kevin Liao, this will require technology providers to come together, collaborate and solve the operational frustrations that have characterised the advice industry for far too long. “Collaboration starts with …

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Advice technology solutions work in silos | Money Management

Financial advisers are bombarded with an excess of choices when it comes to technology while many of the software solutions in the market work in silos and do not talk to each other.

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Risk profiling link to understanding investors

Changes in investor behaviour do not necessarily equate to a shift in their risk tolerance, however emerging entrants in the sphere of risk profili...

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YTML: Focus on what you can change - Australian FinTech

YTML is calling on advisers to extract more value from their relationship with their software by working in partnership with it.

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YTML: Focus on what you can change | Professional Planner

By Cut+PasteMay 25, 2017Advice solution and tech provider YTML is calling on advisers to extract more value from their relationship with their software by working in partnership with it.YTML is…

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YTML and Budget on same page - AdviserVoice

YTML welcomes the announcements made overnight in the Federal Budget regarding the Government’s commitment to create an environment where fintech businesses can flourish in Australia. According to YTML CEO Kevin Liao, the backing by the Government to help position Australia as a world-leader in innovation and FinTech, reinforces its own philosophy to actively work and …

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Partnership needed to make fintech ‘magic’

Technology itself is not a solution but requires collaboration to achieve strong user outcomes, says advice-focused fintech entrepreneur Kevin Liao of YTML.

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YTML recognised in Fintech Awards - AdviserVoice

Technology and advice solutions provider, the YTML Group (YTML) has been recognized as market leaders by being named finalist in three categories – Software Innovator, Compliance Innovator and CEO Kevin Liao for Fintech Entrepreneur of the Year. Speaking at the awards ceremony on Friday night, held at the Ivy Ballroom in Sydney, Liao said being …

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New calculator guides planning conversations

Independent dealer group GPS Wealth is set to expand its MoneyBowl software to include a new calculator aimed at helping clients focus on planning ...

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BT Financial exec joins YTML

Advice IT consulting firm YTML has announced three new senior hires including the appointment of a former BT Financial executive. In a statement last week, YTML announced the appointment of Damian

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YTML makes senior hires - AdviserVoice

Technology and advice solutions provider, the YTML Group (YTML) has made three senior hires in response to growing demand for its products and services and to facilitate further growth. Former Enzumo Head of Business Solutions, Francis Cheung, with over 20 years advice and technology experience, will head up YTML’s Advice Innovation and Solutions; former Enzumo …

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YTML makes three senior hires | Money Management

Technology and advice solutions provider, YTML, is appointing three new staff for senior roles to facilitate growth and meet an increase in demand for its products.

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YTML goes for growth

Technology and advice provider YTML Group is responding to growing demand with three senior hires, including a former BT Financial Group manager.

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YTML partnership to improve life insurance offering

Advice IT consulting firm YTML has teamed up with risk software provider Omnium as a means of improving its life insurance software offering to advisers.

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Omnium and YTML Sign Platform Partnership | riskinfo » News

Risk software provider Omnium has signed a partnership deal with technology services provider YTML for the latter to provide the operating platform for Omnium’s suite of programs.

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YTML/Omnium launch life insurance software | Money Management

YTML is partnering with risk technology specialist, Omnium to provide updated and streamlined life insurance software to assist advisers to utilise technology efficiently to deliver services for clients.

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YTML-Omnium partnership to improve advice efficiency

Advice IT consulting firm YTML has partnered with risk software provider Omnium in aiming to deliver efficient life insurance software to advisers.

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YTML partners with Omnium - AdviserVoice

YTML has partnered with risk technology specialist Omnium to deliver streamlined and efficient life insurance software to advisers. YTML will act as Omnium’s platform provider, servicing and supporting the insurance software and further expanding its strong supporter base of advisers. “We are delighted Omnium has chosen us as their platform provider,” said YTML COO, Piew …

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Fintechs unite for risk tool

Two fintech firms have partnered to provide financial advisers with a life insurance software solution.

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How innovative are advisers? - Adviser Innovation

Financial advisers are particularly agile and innovative professionals, often developing new ways to address the challenges that face them in their day-to-day work, writes YTML’s Kevin Liao. Working in the fintech industry I am often asked two questions: How open are advisers to partnering with technology? How innovative are advisers? The first question relates to …

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Finalists revealed for Fintech Business awards

ifa's sister publication Fintech Business has announced the finalists of its inaugural awards, following an overwhelming number of high quality award submissions.   The awards will recognise

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YTML Group hits consumer sweet spot with SuiteBox - AdviserVoice

YTML Group and SuiteBox have formed a partnership to solve two significant consumer challenges facing financial advisers – the collection and review of data and the scheduling of client meetings. Using YTML’s Highlighter product, advisers and clients can now manage data capture and review it immediately during their meeting using interactive web forms, creating a …

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SuiteBox-YTML partnership addresses data issues in advice

Virtual advice software provider SuiteBox has teamed up with consulting and technology firm YTML in an effort to help advisers leverage data and streamline client engagement. In a statement released

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Out-dated websites flag regulatory risk

Financial planning practices must not ignore the regulatory risk of an outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao.

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New tech solution for advisers - Australian FinTech

Fintech firm, Your Technology Made Lite (YTML), is integrating its Highlighter platform technology for advisers' in-house Excel solutions.

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YTML aligns with BusinessBlades to form YTML Group - AdviserVoice

IT solution provider YTML has joined forces with business effectiveness expert BusinessBlades to form the YTML Group, providing mid-tier practices with a leading and innovative 360-degree business review and solution service. The rebranded YTML Group will now include YTML Consulting, YTML Solutions and BusinessBlades and provide complete solutions to advice practices looking to deliver a …

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YTML joins with BusinessBlades for new venture | Money Management

Your Technology Made Lite (YTML) is targeting mid-tier practices with a new business review and solution service offering as part of the newly-rebranded YTML Group, which is launching in conjunction with BusinessBlades.

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Highlighter transforms ideas into apps

IT consulting and solutions provider Your Technology Made Lite (YTML) is offering advisers accessibility to the fintech space through Highlighter, ...

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New tech solution for advisers - Australian FinTech

Fintech firm, Your Technology Made Lite (YTML), is integrating its Highlighter platform technology for advisers' in-house Excel solutions.

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New tech solution for advisers | Money Management

Fintech firm, Your Technology Made Lite (YTML), is integrating its Highlighter platform technology for advisers' in-house Excel solutions to boost accessibility and integration with online systems.

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Highlighter gives advisers FinTech solution - AdviserVoice

YTML’s (Your Technology Made Lite) Highlighter product is bringing to life adviser’s in-house Excel solutions, giving advisers an accessible platform to enter the FinTech space. Previously regarded the domain of offshore web app developers, advisers can now partner with YTML’s Highlighter and using their own existing IP, bring their technology solutions to market. “Highlighter automates …

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YTML: Make technology the solution it can be - AdviserVoice

Financial advisers need to ‘get active’ and partner with their technology solutions if they want to engage the 80% of Australians who currently do not get advice, according to leading IT solutions firm YTML (Your Technology Made Lite). For advisers, this means bringing together their great personal skills with technology tools such as websites to …

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Advisers need to engage with technology | Money Management

Financial advisers will be able to effectively target the millions of Australians not receiving financial advice if they engage actively with technology solutions and engage in speaking engagements on the public level, according to Sydney-based IT firm, YTML.

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More openness required to progress advice industry | Professional Planner

By Cut+PasteJune 14, 2017The advice industry will struggle to  take the next major step in its evolution unless more innovative solutions are delivered to market.According to YTML CEO Kevin Liao,…

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FSiTV - YTML Highlighter

We invite you to watch our latest video program on FSiTV featuring YTML Consulting director Piew Yap, as interviewed by Mark Smith, deputy editor of Financial Standard. In the interview, Yap explains how YTML - which stands for Your Technology Made Lite - has helped major institutions customise financial planning tools such as XPLAN, COIN and Adviser Intelligence for specific needs.

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Forbes Welcome

Forbes Welcome page -- Forbes is a global media company, focusing on business, investing, technology, entrepreneurship, leadership, and lifestyle.

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Are Your Internal Systems Damaging Your Business?

The internal systems of many organizations have shocking user interfaces. This costs companies in productivity, training and even the customer experience. **Fortunately, we can fix this.**

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Forbes Welcome

Forbes Welcome page -- Forbes is a global media company, focusing on business, investing, technology, entrepreneurship, leadership, and lifestyle.

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