Practice Growth
Technology insights for Australian advice practices, covering adviser tech stacks, software reviews, and digital transformation.
- Abbey Minogue
- Ben Walsh
- Contributor
- Cristina Lee
- Danni Le Grande
- Drew Meredith
- Giselle Roux
- Greg Bright
- Ishan Dan
- James Dunn
- Jamie Nemtsas
- Lachlan Maddock
- Laurence Parker-Brown
- Lisa Uhlman
- Nicholas Way
- Nicki Bourlioufas
- Nigel Baker
- Owen Raszkiewicz
- Penny Pryor
- Staff Writer
- Steve Sloane
- Tahn Sharpe
- The Inside Adviser
- Ye Peng
JANA expands relationships with managed account providers
Investment consultancy JANA is on the march in the wealth market, and it sees managed accounts as a key avenue of growth.
Lean levers: How to deploy technology to scale without sacrificing purpose
Beware the risk of thinking about tech for tech’s sake, the Investment Leaders Forum New Zealand was told. Tech is about making sure your firm is...
Bridging the gap between people and platforms: Why tech change fails in advice firms
Most advice firms don’t fail because of bad technology. They fail because humans are messy.
Sharper advice, stronger portfolios: Python-powered fund monitoring
In today's dynamic financial landscape, effective portfolio management is essential for investors seeking to optimise returns while managing risk. Harnessing...
Python in the AI era: A strategic asset in modern investment management
The programming language Python is quickly becoming an essential tool in investment management, enabling analysts and portfolio managers to perform complex...
Swimming with FIS: Navigating the data ocean
The investment industry has a problem: it is drowning in a digital ocean of data. From a regulatory point of view, advisers need to collect a huge (and...
Built for advisers: Inside Mercer’s scalable and tailored portfolio platform
In a market environment marked by growing complexity, evolving client needs and tighter margins, the ability to design investment portfolios that are both...
Assetora builds a platform for growth in alternatives
With a couple of difficult years receding in the rearview mirror, reconstituted investment platform company Assetora is enjoying having only the normal...
Filling the advice gap, with the human touch optional
There is no doubt that Australia has an advice gap, and it is arguably getting worse. Digital advice stands ready to fill a big part of the gap, and it can...
Smaller platforms have starred on ASX, but brokers back them to keep rising
Since the banking and financial services royal commission, smaller, independent, specialist wealth platforms have been able to grow their market share at the...
Platforms rise to multi-pronged set of challenges
The advice community is being well-serviced by platforms, according to the research house Investment Trends’ 2024 Platform Competitive Analysis &...