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
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Limiting client registers to a few hundred clients could be emblematic of an outdated business model using technology the wrong way, according to the CEO of Map My Plan.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
Technology
Data to underpin the advice proposition
An actuary from consultancy firm Milliman believes data is the key to helping advisers get to know the real goals of their clients. Tahn Sharpe writes.
Tahn SharpeMarch 21, 2019
Technology
Super funds look to AI to improve member engagement
Tech giants like Apple, Amazon, Facebook and Google are driving members' expectations of customer experiences which is a major challenge for superannuation funds.
Elizabeth FryMarch 18, 2019