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Brilliant Investment Thinking by Advisers for Advisers.
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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...

State of the market - platforms

Building a financial advisery practice isn’t easy. From regulation to compliance, overheads to staff wages and client reporting to administration, there...

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...

Post-pandemic, the only way is robo for advisers

Navigating their way through a pandemic both personally and on behalf of clients, has served to further increase the burden on an already stretched financial...

Eaton Vance Monthly Market Monitor

Embracing technology to improve profitability Net Wealth released their latest Adviser Tech white paper, once again exposing the slow adoption of technology in...