Automation as a capacity strategy, not a tech strategy
The real advantage of automation lies not in adding more tools, but in deliberately redesigning workflows to protect adviser time and redirect it toward...
Data first: starting with the fundamentals the key to your technology stack
The most expensive mistake in advice right now isn’t buying the wrong technology. It’s feeding good technology bad data.
The six-trillion-dollar misunderstanding: Why lawyers can’t run a data business
Modern wealth creation is a data business: signal, probability, optimisation at scale. Our regulators need a mindset shift if they are going to adapt to the...
Advisers, algorithms and the coming shake-out: 2026 wealth tech predictions
AI won’t rescue advice businesses, platforms won’t stay neutral, and ASIC won’t look the other way. This sharp-eyed analysis unpacks why governance,...
Building an AI enabled advice practice: Practical use-cases you can implement now
As AI shifts from hype to hands-on utility, this article shows advisers how to deploy practical tools right now to lift productivity, sharpen client engagement...
OpenInvest, Partnervest and Franklin Templeton implement three-way win platform deal
The flexibility of OpenInvest's open architecture was key to an innovative three-way deal the platform provider has signed with Franklin Templeton and...
Leveraging Python automation to enhance reporting efficiency and client engagement
Client reporting remains one of the most resource-intensive processes within financial advice practices, but this task falls well within the capabilities of...
JANA expands relationships with managed account providers
Investment consultancy JANA is on the march in the wealth market, and it sees managed accounts as a key avenue of growth.
Lean levers: How to deploy technology to scale without sacrificing purpose
Beware the risk of thinking about tech for tech’s sake, the Investment Leaders Forum New Zealand was told. Tech is about making sure your firm is...
Bridging the gap between people and platforms: Why tech change fails in advice firms
Most advice firms don’t fail because of bad technology. They fail because humans are messy.
Sharper advice, stronger portfolios: Python-powered fund monitoring
In today's dynamic financial landscape, effective portfolio management is essential for investors seeking to optimise returns while managing risk. Harnessing...