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...
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...
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...
Platforms rise to multi-pronged set of challenges
The advice community is being well-serviced by platforms, according to the research house Investment Trends’ 2024 Platform Competitive Analysis &...
Data and technology the key growth (and risk) areas for advice in 2025: EY
While firms are focusing on improving their operational capability and leveraging good technology to make their practice more efficient, this ambition needs to...
AI in advice a matter of how, not if: Complii
Advice groups may still be grappling with the best use cases for artificial intelligence tools, but the ones that aren't at least trying are at risk of being...
Macquarie leans into AI for 'less volatile, more robust' equity active ETFs
It's one thing to acknowledge the immense computing power at our disposal, but it's another for leading investment teams to figure out the best ways to shape...
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,...