Technology

87pc say robo-advice has been a fizzer

A recent Professional Planner poll asked advisers whether the impact of robo-advice on the industry has been significant or underwhelming. The response was conclusive.

Tahn SharpeSeptember 13, 2019

Technology

Time to come clean: Upstart calls out platform conflicts

The head of WealthO2 is reproaching platform providers for accepting shelf fees and taking a cut on cash accounts. Advisers aren’t the only ones that need to strip out conflicts, she reckons.

Tahn SharpeSeptember 12, 2019

Technology

Hub24’s Alcock on ‘next iteration’ of advice

Managed portfolios and separately managed accounts are among the structures more advisers are exploring as they increasingly group together and share services.

Matthew SmithJuly 10, 2019

Technology

Advisers say CRMs are getting better

A recent advice-tech report from Netwealth reveals advisers are ten per cent more satisfied with their CRM tools than they were last year, continuing the upward trend.

Tahn SharpeJuly 4, 2019

Technology

Upgrading software alone a path to failure: CCUBE

The CEO of an advice technology provider says there is no point implementing a new system if you’re going to pair it with the same old thinking.

Tahn SharpeJune 25, 2019

Technology

Risk profiling needs to get smarter: Academic

Katherine Hunt says it’s “quite strange” that advisers tend to use the same old academically untested risk profiling tools. No wonder, she says, they keep providing the same biased results.

Tahn SharpeJune 7, 2019

Technology

Advisers can have 1000s of clients each: Feeney

Limiting client registers to a few hundred clients could be emblematic of an outdated business model using technology the wrong way, according to the CEO of Map My Plan.

Matthew SmithMay 13, 2019

Technology

The future of advice – part two

In this, the second of our two-part series on the future of advice, we look at perspectives on licensing and business structures, as well as investment implementation & research.

Professional PlannerApril 29, 2019

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Technology

Technology

87pc say robo-advice has been a fizzer

Technology

Time to come clean: Upstart calls out platform conflicts

Technology

Hub24’s Alcock on ‘next iteration’ of advice

Technology

Advisers say CRMs are getting better

Technology

Upgrading software alone a path to failure: CCUBE

Technology

Risk profiling needs to get smarter: Academic

Technology

Advisers can have 1000s of clients each: Feeney

Technology

The future of advice – part two

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