Technology

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

Technology

Advicetech translates to revenue: Netwealth

The platform provider’s latest advice tech report shows a direct correlation between being an “AdviceTech star” and the robust financial health of an advice practice.

Tahn SharpeJuly 30, 2020

Technology

Race on for advisers to reap open banking benefits

Now that the gates are open for open banking, product providers large and small are rushing to harness the market while advisers are in a race of their own to figure out just how the technology can help their business.

Tahn SharpeJuly 8, 2020

Technology

Platform-switching peaks as advisers test the market

The rate of advisers switching their preferred investment platform has increased for the third year in a row according to new data out from researcher Investment Trends.

Tahn SharpeJuly 7, 2020

Technology

Local advisers lagging on robo uptake

A global study from researcher investment Trends shows that while the US is leading the way in terms of robo adoption, Australians are determined to arrive late to the party.

Tahn SharpeJune 22, 2020

Technology

Tech answers here but we don’t see them: Ripoll

The Map My Plan co-founder and ex-Labor MP reckons the technology solutions for advisers are already here, the problem is that they're not being identified and utilised.

Tahn SharpeJune 10, 2020

Technology

Beyond pricing: the real battle for platform supremacy

Eighteen months after the investment platform industry staged a very public pricing war the focus has shifted, with the battle now being fought over the twin pillars of functionality and service in a remarkably different environment.

Tahn SharpeMay 7, 2020

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