Practice Growth
Technology insights for Australian advice practices, covering adviser tech stacks, software reviews, and digital transformation.
- Abbey Minogue
- Ashley Ryburn
- 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
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...
Seven Lessons After Seven Years of Building Robos in Asia
Let's face it: most people find wealth management mysterious, tedious and something best done some other day.
6 Reasons virtual meetings are here to stay!
The requirement to quarantine created the perfect conditions to push virtual meetings past the tipping point to general adoption. Are they here to stay?
Wealth platforms merging to become more competitive
Often dubbed the 'original fintech's', the wealth management platform space is becoming a highly competitive area as disruptive innovative start-ups threaten...
Using digital tools to solve an online advice crisis
Our investment advice business attracts tens of thousands of readers every week, tens of thousands of listeners to our podcasts every month and an unstoppable...