State of the market - platforms
Building a financial advisery practice isn’t easy. From regulation to compliance, overheads to staff wages and client reporting to administration, there...
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...
Post-pandemic, the only way is robo for advisers
Navigating their way through a pandemic both personally and on behalf of clients, has served to further increase the burden on an already stretched financial...
Eaton Vance Monthly Market Monitor
Embracing technology to improve profitability Net Wealth released their latest Adviser Tech white paper, once again exposing the slow adoption of technology in...
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...
Using digital tools to solve an online advice crisis
Our investment advice business attracts tens of thousands of readers every week, tens of thousands of listeners to our podcasts every month and an unstoppable...
Help wanted, advice needed... digital wealth to the rescue
Fewer people in Australia are likely to get financial advice in the wake of the Hayne Royal Commission - the inevitable consequence of implementing the final...