Tag: technology

Alceon’s Zac Midalia says the next winners in private equity will combine traditional dealmaking with AI-led operational change.

Justin Grima of Rasiah Private Wealth Management redefines practice efficiency by prioritising intentionality and protecting high-value human connections.

For Link Wealth Group’s Managing Director Steve Sloane, efficiency is the foundation of scalability, not just a tech byproduct.

Some sectors will feel the benefits early, and the impact will be all-consuming. Others will take longer, and the effect might only be marginal. For advisers, the impact of AI could depend on how readily they sidle up to technology partners, Amundi says.

A confluence of challenges for small caps and technology stocks has led to a dearth of companies developing into IPO candidates in the last 18 months, but that hasn’t stopped private equity teams from working hard to build up their assets.

After a punishing innings for her flagship ETF, ARK Invest founder Cathie Wood thinks investors need to stop living in the 70s. This time next year the Fed will be “running in the opposite direction” and deflation will dominate the market.

If you’re going to offer services that the incumbents already do well, Steinhardt tells Inside Adviser, you need to do a pretty good job at it yourself. And if there are any flaws in your system, they need to be addressed.

AI language generators like ChatGPT pose about as much threat to advice as robo does, which is to say not much. But much like robo, ChatGPT and its contemporaries might just provide advisers with an efficiency tool that can help build scale and better service clients.

7investing lead adviser Anirban Mahanti says companies have been thwarting cyber threats for a long time. However, as data moves to the cloud, systems have failed to keep up.

Clanz COO Stuart Burnicle believes Australia will see wider crypto adoption, despite running well behind many other countries in crypto-asset regulation.

The race to tokenize is on, with Australia joining Switzerland, the US and Japan in embracing the technology.

Advisers are spending more on technology and using more platforms than ever, but satisfaction levels are on the wane according to Investment Trends.