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Brilliant Investment Thinking by Advisers for Advisers.
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Internet of finance to disrupt 2021 with new business models

In 1943, the president of IBM, Tom Watson, famously remarked that he saw a worldwide market for “maybe five computers”. Bringing that forecast up...

How WealthO2 added an 'X factor' in board restructure

A small coterie of now well-heeled technology entrepreneurs is responsible for much of the progress seen in that segment of the Australian investment advice...

WLTH enters ultra-competitive digital lending market

WLTH is a brand-new financial services neo-platform providing Australians with a smarter, sustainability-focused solution to financial products but particular...

Riding the digital wave

Franklin Templeton and Quantifeed’s plans to lead the digital advice sector Alex Ypsilanti, CEO and co-founder of Quantifeed, and James Verner,...

Superhero, Robinhood.....Sharesies?

The Kiwi counterpart of US online direct investment platform Robinhood is sounding out the Australian market for possible expansion. Brooke Roberts, co-founder...

A step forward in offering financial advice to the masses

Map My Plan is the all-in-one ‘digital’ financial planner that does it all. Founded in 2014 by Paul Feeny, Map My Plan is a platform that...

MDA market review: a watershed year

Managed Accounts, or Managed Discretionary Accounts (MDAs), are a relatively new investment solution available to consumers and financial advisers following...

Q&A with IPO hopeful, Gefen

This week we interviewed Co-founder and Co-CEO Orni Daniel from Gefen Technologies, an Israeli-based digital distribution platform that has been initially...

Lendi Listing Looks for Loan Liftoff

Another fintech is heading for the ASX screens, with online mortgage provider Lendi poised to push “go” on an initial public offering (IPO) that...

HESTA continues its evolution

The $52 billion health sector focused industry fund HESTA announced the appointment of Alan Sheen as head of portfolio management this week. Sheen comes direct...

Wealth platforms merging to become more competitive

Often dubbed the 'original fintech's', the wealth management platform space is becoming a highly competitive area as disruptive innovative start-ups threaten...