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
Start counting the ways AI can help an advice business grow
The potential for artificial intelligence to aid the delivery of financial advice is being recognised globally, and should lead to a "redefinition" of the...
CFS bulks up managed account offerings on new Edge platform
The CFS team is ramping up the suite of model portfolio offerings on its next generation investment platform, while adding new functionality to streamline the...
For advice practices, getting the tech right is key to the bottom line
Financial advice practices will find it harder to grow and scale their businesses in an increasingly tech-driven world if they aren't making smart technology...
Adviser-to-client ratios reach upper limit, with tech marked as the saviour
There are now an average of 120 clients per adviser in Australia - a number not seen since 2013. While the declining adviser cohort is a factor, so is the...
New generative AI is a boon for fundamental fund managers: Kollo
ChatGPT presents an inflection point in the quantitative investment journey, writes Michael Kollo, one that doesn't need the presence of machine learning...
Praemium joins leading platform peloton on reporting, data strength
After buying Powerwrap and shrugging off its own buyout offer from Netwealth, Praemium has joined the top tier of platform providers on the back its data and...
Sequoia links up with SQM Research for ratings partnership
Sydney-based advice and technology group Sequoia Financial Group has forged a strategic partnership with ratings agency SQM Research in a high-profile vote of...
Mason Stevens' platform rating surges amid IPO chatter
The firm, which provides investment platform services on top of specialist investment support functions, is making ground on both the new guard and the...
Infocus releases 'magic' platform tool as it nears 30-year anniversary
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...
In the war over AI's future, the big guns may have already won
Large language models like ChatGPT are part of a long technology continuum driven by Moore's law, the observation that transistor capacity doubles every two...
'Context is everything': What ChatGPT can do for advice, and what it really can't
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...