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Brilliant Investment Thinking by Advisers for Advisers.
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Xeppo seeks to support advisers in harnessing data

According to wealth management platform Netwealth (ASX: NWL), “Two in five advice firms will look to integrate their systems and databases in the next 24...

How robo-advice leads to further investments

While the buzz surrounding its introduction just over ten years ago has abated, an increasing body of research is building on the value of robo-advice. A new...

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...

Financial advisers in need of better data

Not that long ago a fund manager could provide a mesmerising presentation slide on how it uses “big data.” Examples might be using Google Earth to...

Australian Ethical shoots for the stars

Australian Ethical, which is already the equal-largest manager of specialist ESG-related funds in Australia, alongside Vanguard, is now aiming to be among the...

Digitisation Strategies that Transform the Client Experience

James Dunn from The Inside Network deep dives into digitisation strategies that optimise client experiences with Max (Mayank) Verma from Seismic, the leading...

Hub 24 voted best platform by advisers

The innovative wealth management platform is recognised as Australia’s Best Platform Overall by Investment Trends, and its managed portfolio solution...

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...

Evergreen launches portfolio stress-testing tool for advisers

Evergreen Consultants, founded by experienced consultant Angela Ashton, this week launched an industry leading stress testing program for financial advisers....

Which platform stands out above the crowd?

The shift towards non-aligned platform advice forced structural change within the wealth management that was long overdue. Findings from the Royal Banking...