Technology

Blockchain to bring clarity, liquidity: academic

The economy is “just like a nested group of supply chains”, says academic Chris Berg, who predicts that independent digital ledgers will bring transparency to the way money moves.

Tahn SharpeAugust 14, 2018

Technology

Clients expect friction-free service

Consumers are now comparing advice firms’ client-engagement services with a standard set by tech companies. Follow their lead or fall behind, Netwealth’s Matt Heine says.

Tahn SharpeJuly 31, 2018

Technology

Vertical integration warping advice: Morningstar CEO

Kunal Kapoor says the US advice landscape is better served than Australia, due to its competitive market. But change is coming, and the local industry has its strengths.

Tahn SharpeMay 25, 2018

Technology

Hard to get a handle on tech disruption’s ‘picks and shovels’

There’s much truth in the old saying about how best to get rich in a gold rush, but finding the auxiliary beneficiaries in this latest boom isn’t so straightforward.

Tom StevensonMay 3, 2018

Technology

Tech boom, plus ETFs, spells trouble, as bubble feeds bubble

Index trackers are heavily concentrated within a handful of technology shares, leading to widespread exposure to regulatory risk and other dangers. Opportunity knocks.

Roger MontgomeryApril 26, 2018

Technology

The big tech trends and how to adjust

Advancements in artificial intelligence, data and mobile applications require you to make changes – but they also offer new opportunities.

Anthony O'BrienApril 23, 2018

Technology

‘Boy band’ moment leads to alliance

When the four founders of expatriate financial services provider Expatme banded together, the result was a collection of experts who know the ins and outs of coming and going.

Tahn SharpeMarch 13, 2018

Technology

Robo-advice needs right numbers for that personal touch

Automation promised to revolutionise financial planning. Fulfilling that promise will require understanding what clients value, Milliman’s Craig McCulloch writes.

Craig McCullochMarch 7, 2018

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