Technology

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

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

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