'New and shiny’ tech will help advice practices become more efficient and grow, Netwealth’s Matt Heine believes, but the danger of building bloated, impractical tech stacks remains. Start with the clients’ needs, he says, and then look at how tech fits into your broader service offering.
Nina HendyNovember 10, 2020
All parties in the value chain are under increasing pressure, which has more to do with taking cost out rather than margin, Praemium's Mat Walker describes in conversation with Professional Planner's Shape of Advice podcast series.
Nina HendyNovember 3, 2020
The expectations advisers have of their platform providers has progressed, from consolidated reporting and access to wholesale pricing of managed funds, to enabling transparency and bringing an experiential element to client conversations.
Nina HendyOctober 27, 2020
The crucial part of navigating change is doubling down on your strengths, knowing who your clients are, how you articulate value and whether it works for those clients or not - Simon Hoyle and Lena Ridley discuss transformation in the first episode of The Shape of Advice.
Nina HendyOctober 20, 2020
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