Practice Growth
Fintech news for Australian financial advisers, covering platforms, software, and emerging tools for advice practices.
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...
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...
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...
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...
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...
Interest free credit cards take on the BNPL
“If you can’t beat ’em, join ’em,” as Bugs Bunny would say. This is exactly what NAB and CBA have done to take on the...