Technology

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

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

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