Python in the AI era: A strategic asset in modern investment management
The programming language Python is quickly becoming an essential tool in investment management, enabling analysts and portfolio managers to perform complex data analysis, develop trading strategies, and optimise portfolios.
Swimming with FIS: Navigating the data ocean
The investment industry has a problem: it is drowning in a digital ocean of data. From a regulatory point of view, advisers need to collect a huge (and growing) amount of data; from their clients; and then, there is data on the clients’ investments, and how they are performing.
AI impact 'won't be linear', with some sectors set to benefit more than others: Amundi
Some sectors will feel the benefits early, and the impact will be all-consuming. Others will take longer, and the effect might only be marginal. For advisers, the impact of AI could depend on how readily they sidle up to technology partners, Amundi says.
US leads platform consolidation trend, with Australian advisers set to follow
As platform technology develops, the race to become the one dominant platform for Australian advisers is just heating up. In the US, it's already well underway, with the number of advisers consolidating platforms rising more than 50 per cent in four years.
Broking opportunity grows as new generation embraces online investing
The online investment industry is growing rapidly, and a whole new set of providers are offering investors different ways to invest in different markets with low-cost, innovative fee arrangements.
US tech giants could be a bargain in platform change game: Capital Group
In the AI-fueled rally, some companies will win and others will disappear. But while some parts of the market look hideously expensive, their long-term prospects might justify their valuations.
Adviser tech spend set to surge as reporting, and client portal needs grow
Advisers now spend a staggering amount on technology in an effort to keep up with efficiency needs and client expectations. Security is still front of mind, but integration is the buzzword for 2024.
Digital asset ETFs surge, but US advisers have little interest in recommending them
The relative lack of adoption in advice isn't particularly surprising given its volatile nature and the unregulated state of the digital asset sector. But that may be about to change.
Beyond Nvidia: How listed real assets can also benefit from the AI boom
You don't need to invest in the world's most expensive stocks to benefit from the AI boom, with the sector's tentacles stretching much further than the chip-making titan according to Martin Currie.
Man has the edge on machines in long-term investing (for now): Ruffer
Artificial intelligence might be better at gathering and storing knowledge, but incorporating wisdom into an investment approach (or abandoning it altogether) remains the exclusive domain of humans – for now.
Funds management marketing set to change with new wave of generative AI tech
The task of standing out in a crowded market place is not getting easier for product providers. Generative AI may hold the key, Michael Kollo says.
AI will reimagine advice marketing and client relationships more than investment: Netwealth
From organisational improvements to client "nudges", the potential for AI to transform advice businesses is limitless according to Netwealth's Andrew Braun.
Integration and ‘platform approach’ will guide compliance into new age: MIntegrity
While technology’s role in compliance is becoming more prominent, advisers and brokers are still looking for clarity on what vehicles will carry that technology.
Start counting the ways AI can help an advice business grow
The potential for artificial intelligence to aid the delivery of financial advice is being recognised globally, and should lead to a "redefinition" of the sector according to commentators.
Dig for lithium exposure beyond the ASX: PrimaryMarkets
As the world turns towards critical minerals like lithium to power electric vehicles, alternative access to investment in these sectors will become crucial pieces of the supply chain puzzle.
For advice practices, getting the tech right is key to the bottom line
Financial advice practices will find it harder to grow and scale their businesses in an increasingly tech-driven world if they aren't making smart technology decisions, says Finura's Peter Worn.
Adviser-to-client ratios reach upper limit, with tech marked as the saviour
There are now an average of 120 clients per adviser in Australia - a number not seen since 2013. While the declining adviser cohort is a factor, so is the improved experience of advisers with technology according to researcher Investment Trends.
New generative AI is a boon for fundamental fund managers: Kollo
ChatGPT presents an inflection point in the quantitative investment journey, writes Michael Kollo, one that doesn't need the presence of machine learning scientists or investment in costly data acquisition.
FSC, product providers bemoan lack of support from ASIC on innovation
On what was set up as a discussion around the proposals put forward by the Quality of Advice Review, the topic repeatedly shifted to the frustration providers felt at not being able to work with ASIC to bring compliant solutions to market.
Shhh... don't mention the wealth: Family offices fret about online boasting
A desire to flaunt ubiquitous wealth on social media is putting moneyed families at risk, according to family office representatives, with extortion and kidnapping "a legitimate concern".
