TECHNOLOGY
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 ...
Funds management
Zenith Investment Partners has highlighted the importance of a diversified investment approach to holding artificial intelligence stocks, rather than relying on a concent...
Funds management
Three-quarters of Australian fund selectors maintain that artificial intelligence is here for the long haul, Natixis IM reports, contrasting fears that the technology is ...
Expert Analysis
If the licensee structure is to be removed – or even if it’s here to stay – the imperative for businesses is to evolve or cease to exist, writes Shaun Green. ...
People & Products
Financial software firm Bravura has hired a chief people officer, fresh from transforming the culture at AMP. ...
Financial planning
Hyper-personalisation is among changes that wealth managers could be offering in 2024 as they embrace technology to benefit their clients. ...
Funds management
Two fund managers have identified artificial intelligence and machine learning as trends they are embracing for 2024 which could greatly reward the market leaders....
Funds management
With artificial intelligence garnering significant investor interest and inflows over the last year, fund managers are bracing for the many opportunities and risks stemmi...
People & Products
Two independent non-executive directors have been appointed to the AMP board with a focus on digital transformation and technology....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...