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,...
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.
Built for advisers: Inside Mercer’s scalable and tailored portfolio platform
In a market environment marked by growing complexity, evolving client needs and tighter margins, the ability to design investment portfolios that are both...
Assetora builds a platform for growth in alternatives
With a couple of difficult years receding in the rearview mirror, reconstituted investment platform company Assetora is enjoying having only the normal...
Filling the advice gap, with the human touch optional
There is no doubt that Australia has an advice gap, and it is arguably getting worse. Digital advice stands ready to fill a big part of the gap, and it can...
Smaller platforms have starred on ASX, but brokers back them to keep rising
Since the banking and financial services royal commission, smaller, independent, specialist wealth platforms have been able to grow their market share at the...
Brokerage platforms can be the link between self-directed investors and advisers: US study
Brokerage platforms are understandably wary of nudging clients away from their products, but if they want to be full service providers they need to entertain...
Savvy market moves pitch Complii as 'new asset class' in financial services for 2024
The moves made by Complii across 2023 should position the firm well for a rebound in advice industry numbers, which is entirely foreseeable given the proposals...
CFS bulks up managed account offerings on new Edge platform
The CFS team is ramping up the suite of model portfolio offerings on its next generation investment platform, while adding new functionality to streamline the...
Infocus releases 'magic' platform tool as it nears 30-year anniversary
If you're going to offer services that the incumbents already do well, Steinhardt tells Inside Adviser, you need to do a pretty good job at it yourself. And if...
Australia readies for the Tokenization wave
The race to tokenize is on, with Australia joining Switzerland, the US and Japan in embracing the technology.