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TECHNOLOGY
People & Products
Financial software provider Bravura has extended the term of its chief commercial officer as it seeks to finalise work on its transformation program....
Funds management
Global X Australia’s Manny Damianakis unpacks how thematic ETFs, particularly those centred around artificial intelligence, are helping advisers capture investor interest...
Financial planning
Over seven in 10 financial advice practices that embrace technology are enjoying profits above 10 per cent, compared to just 43 per cent of firms that have not done so....
Financial planning
Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...
People & Products
Financial advice software provider DASH has partnered with HealthyMe Digital to launch a new solution for advisers and clients providing health and wellbeing content....
Financial planning
A new artificial intelligence tool designed to shake up traditional financial advice business models, led by Raiz Invest founder George Lucas, has launched to the public....
Funds management
With video gaming set to see 2.8 billion players next year, VanEck believes the activity will be the latest thematic to outperform, boosted by the use of artificial intel...
Financial planning
Newly launched wealth technology platform HeirWealth has appointed multiple senior industry figures to its advisory board including former MLC CEO Geoff Lloyd as chair....
Financial planning
Almost half of advised investors expect technology to become so advanced that they will no longer use a financial adviser by 2030, according to a global report by LSEG....
Financial planning
Iress has increased its forecast adjusted EBITDA by $5 million for the 2023/24 financial year in light of the sale of its platform business to Praemium and hinted at a re...
Financial planning
As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the cli...
Funds management
Clients may be asking their adviser whether there is still value in the US technology names after their rally, but Fidelity International’s Lukasz de Pourbaix believes th...
People & Products
Former Bravura chief executive, Nicholas Parsons, has taken up a new role at funds network Calastone as it looks to bring a digital investment strategy to market....
Funds management
Two fund managers have shared how they look to exploit psychological biases in their portfolio construction and the behavioural traits at work when investors flood into s...
People & Products
GBST has announced multiple enhancements to its digital advice practice management system, WealthConnect, to create further efficiencies for financial advisers and their ...
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Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...