Fintech continues to move into the mainstream
Australia’s leading micro-investing app, Raiz, is not so micro, having finally busted through the $1 billion funds under management mark. Last week, Raiz...
Advice tech shakeout predicted for 2022
The last two years have been a near-perfect storm of activity for many financial advisers. The onset of the pandemic placed significant pressure on advisers to...
Thinking forward - Virtual reality and the metaverse
Komatsu Australia, the local arm of the global manufacturer and distributor of earthmoving equipment, has taken a step into the future by embracing virtual...
Advice in the age of free trading
“If something is free, you are the product” This quote attributed to sculptor Richard Serra in 1973 was well ahead of its time, but offers a unique...
Pressure on advice industry as funds look to robo advice
Super funds have battled with providing financial advice for decades but have not yet found a solution that can make it affordable and efficient for millions...
Xeppo seeks to support advisers in harnessing data
According to wealth management platform Netwealth (ASX: NWL), “Two in five advice firms will look to integrate their systems and databases in the next 24...
How robo-advice leads to further investments
While the buzz surrounding its introduction just over ten years ago has abated, an increasing body of research is building on the value of robo-advice. A new...
Achieving Measurable Business Results from Digitisation
Sarah Hayward from sales enablement software company Seismic deep dives into real-world examples of how asset and wealth management firms have experienced...
Wealth management platform space is ripe for tech disruption
The shift towards non-aligned platform advice forced structural change within wealth management in a way never seen before. Findings from the...
Financial advisers in need of better data
Not that long ago a fund manager could provide a mesmerising presentation slide on how it uses “big data.” Examples might be using Google Earth to...
Australian Ethical shoots for the stars
Australian Ethical, which is already the equal-largest manager of specialist ESG-related funds in Australia, alongside Vanguard, is now aiming to be among the...