Digitisation Strategies that Transform the Client Experience
James Dunn from The Inside Network deep dives into digitisation strategies that optimise client experiences with Max (Mayank) Verma from Seismic, the leading...
Hub 24 voted best platform by advisers
The innovative wealth management platform is recognised as Australia’s Best Platform Overall by Investment Trends, and its managed portfolio solution...
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...
Evergreen launches portfolio stress-testing tool for advisers
Evergreen Consultants, founded by experienced consultant Angela Ashton, this week launched an industry leading stress testing program for financial advisers....
Which platform stands out above the crowd?
The shift towards non-aligned platform advice forced structural change within the wealth management that was long overdue. Findings from the Royal Banking...
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...