Technology

Technology

Hub24: ‘Whole data’ sharing key to affordable advice provision

The platform provider is lending its resources to solving one of the advice sector's troublesome issues - how to standardise data sets across a multitude of advice practices and licensee outfits.

Tahn SharpeJanuary 12, 2021

Technology

Managed accounts put to the test during Covid drawdowns

How advisers implement investment recommendations has evolved significantly, most notably in terms of how this process is integrated into business, something that was tested during recent market drawdowns.

Nina HendyNovember 24, 2020

Technology

Advice-tech an act that must be balanced

Technology is merely a facilitator in advice, says Praemium's Martin Morris. If advisers have 15 service providers but an inadequate client framework, they can end up being the tail that's wagging the dog.

Nina HendyNovember 16, 2020

Technology

Advice tech works, but only when it fits

'New and shiny’ tech will help advice practices become more efficient and grow, Netwealth’s Matt Heine believes, but the danger of building bloated, impractical tech stacks remains. Start with the clients’ needs, he says, and then look at how tech fits into your broader service offering.

Nina HendyNovember 10, 2020

Technology

Fundies ‘squeezed again’ in the jostle for margins

All parties in the value chain are under increasing pressure, which has more to do with taking cost out rather than margin, Praemium's Mat Walker describes in conversation with Professional Planner's Shape of Advice podcast series.

Nina HendyNovember 3, 2020

Technology

Not what they used to be: Platforms cross over into client experience

The expectations advisers have of their platform providers has progressed, from consolidated reporting and access to wholesale pricing of managed funds, to enabling transparency and bringing an experiential element to client conversations.

Nina HendyOctober 27, 2020

Technology

From survival to growth mode: Navigating advice post-pandemic

The crucial part of navigating change is doubling down on your strengths, knowing who your clients are, how you articulate value and whether it works for those clients or not - Simon Hoyle and Lena Ridley discuss transformation in the first episode of The Shape of Advice.

Nina HendyOctober 20, 2020

Technology

Advisers caught in fintech ‘crossfire’

Advisers may need to take it upon themselves to keep advice tech providers focused on integration and efficiency, according to Enzumo's Peter Worn.

Tahn SharpeSeptember 7, 2020

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