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...
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,...
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...
T+1 settlement an 'unstoppable force' Australia needs to adopt, or risk falling behind
The frictionless movement of assets is becoming a common feature of markets around the developed world, yet Australia remains a step behind. The ASX is in no...
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.
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...
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...
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...
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...
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...