Technology

In a world gone social media crazy, having an influential media presence along with a few hundred thousand Twitter followers will secure you more than a yearly wage.

Cybersecurity has become the latest battle facing the under pressure, stressed financial advice industry following a landmark court ruling.

For investors looking to build positions in quality technology firms, the US computer chip giants are trading at attractive price levels, with many brokers now rating them as a buy, according to data from the Wall Street Journal.

Westpac has added $1.5bn in net inflows for the 1H of the year on its BT Panorama platform while still looking for a buyer.

Do you know the name of your number 1 client?  I am sure you do.  What about the name of your number 20 client? Or your number 43 client?  

Government policy continues to lag private markets when it comes to the energy transition, with Federation Asset Management’s latest deal to buy two battery assets a sign of the things to come.

Move over Salesforce; Australian wealthtech provider Practifi has announced its plans to expand further into the Australian market following extensive investment into its data-driven wealth management platform.

All fund managers like to talk about protecting capital, but at Ruffer Investment Management, it is a more embedded philosophy than most. The firm was founded by Jonathan Ruffer on the principle that “investors like making money, but they hate losing money more.” Ruffer is built to preserve capital for the long-term:  centred on “absolute-return investing with…

According to a new report from EY, How will you reframe the future of advice if today’s client is changing?, the global market for wealth advice is poised for transformation, with a blend of people and technology delivering financial advice, but technology must be targeted and explained to clients in order to be successfully introduced….

Following on from the Banking Royal Commission of 2017-18, the growing popularity of boutique independent financial advisers has grown consistently, with clients seeing value in advisers that are building strong personal relationships and providing a consistent high-quality service to their clients. Boutique advisory firms typically have a niche area of expertise where they can differentiate…

Wealth platforms are seeing strong growth as the country gets ready to open its international borders, post-Omicron. This follows-on from a year of robust equity returns in a new world of tech disruption post-Royal Banking Commission. According to an article in the Australian Financial Review this week, “Australia’s wealth management platforms collectively administered $990 billion…

With Bitcoin’s mainstream acceptance and Australia’s push to form a framework around cryptocurrency, it raises the question as to whether professional investors should allocate a portion of their portfolio towards cryptocurrency. According to a research report commissioned by London-based crypto hedge fund Nickel Digital Asset Management, 15 per cent of institutional investors and wealth managers…