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

Technology

Human trust under threat with rise of AI

AI will play a big role in shaping the way human trust evolves and therefore how financial institutions, whose core business involves garnering trust, will progress.

Michael KolloOctober 31, 2019

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

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Technology

Technology

Apps to become key SoA delivery tool

Technology

Self-built CRMs put providers on notice

Technology

Human trust under threat with rise of AI

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

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