Technology

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

Technology

ProctorU boss moves to quell FASEA exam concerns

The head of online proctoring service ProctorU wants to dispel some myths and misinformation circulating about the firm FASEA is now using to conduct its exams.

Tahn SharpeMay 7, 2020

Technology

Crisis thrusts advisers into digital-or-die mode

The COVID-19 crisis has brought a form of Darwinism into play for advisers, with digital transformation escalating from a work-in-progress to an essential survival tool.

Tahn SharpeApril 21, 2020

Technology

Morningstar ramps up advice push with Finametrica buy

The global investment research firm, which bought Australia’s AdviserLogic last year, extended its reach into the industry by picking up the Canadian software firm that owns the Finametrica profiling tool.

Tahn SharpeMarch 11, 2020

Technology

Big budgets, bad solutions: why Clime is avoiding robo

The financial services provider decided not to bolt a robo platform onto its SMA offering because the best solutions aren't in the market yet, despite a ‘thousand warheads’ worth of resources.

Tahn SharpeMarch 5, 2020

Technology

More platform discounts to come: UBS

A wave of new market entrants with cut-price fees are putting the clamps on Netwealth and HUB24, while the incumbent platform providers continue to hemorrhage funds.

Matthew SmithDecember 2, 2019

Technology

Apps to become key SoA delivery tool

From paper documents to PDFs, SoA delivery has come… not far, really. The next, long overdue leap will be apps that both deliver advice and record the client’s level of understanding.

Tahn SharpeNovember 18, 2019

Technology

Self-built CRMs put providers on notice

API technology is giving advice firms the ability to build and scale their own client management tools and hold other providers accountable, according to Lifewealth CEO Jason Harwood.

Tahn SharpeNovember 13, 2019

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