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Technology Articles

Supporting client outcomes during market volatility

BRETT MENNIE | Comments | FRIDAY, 17 JUL 2020

The rapid change in investment markets and economic conditions since March 2020 has tested the ability of financial advice business models to manage and support client outcomes effectively and in a timely ... The ... Read more

The impact of your technology partner on profits

MARTIN MORRIS | Comments | MONDAY, 17 FEB 2020

Financial planning principles are continuously faced with legislative changes and there is very little air-time between articles referencing the royal commission, FASEA and other regulatory changes. ... Read more

The future of managed portfolios

HUB24 PTY LTD | Comments | MONDAY, 12 NOV 2018

Key points Keeping up to date with the latest developments in technology is a fulltime job in itself; it is important advisers understand the underlying technology when selecting a managed portfolio ... Read more

The modern face of advice

HUB24 PTY LTD | Comments | MONDAY, 15 JAN 2018

In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their wealth. From the advent ... In ... Read more

Latest News


Global manager launches China A-shares fund KANIKA SOOD Ninety One, formerly known as Investec Asset Management, has is touting a new China A-shares fund to local institutional and wholesale investors.	Tough year at Challenger KANIKA SOOD Challenger this morning reported $416 million in statutory net loss for FY20, as its investments fell by $750 million during the COVID-19 pandemic.

PAN-Tribal signs distribution deal KANIKA SOOD The funds management distribution house has signed an exclusive agreement to tout an infrastructure manager in the Australian wholesale market.	Impact investing seeks to address racial inequality ELIZABETH MCARTHUR A new initiative in the US, with $4 million in backing from J.P. Morgan Chase, has seen a small business lender and an impact investor come together to address racial inequality.

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Martin Morris Head of Distribution Praemium		Simon Carrodus Solicitor Director The Fold Legal		Tim Sparks Head of Sales and Marketing Bell Direct		Anne Hamieh Head of Distribution and Marketing Xplore Wealth
Busting the myths of managed accounts & client size		Managed Accounts and Standard 3 - A tale of two conflicts		Managed accounts in a post COVID-19 world		Control what you can control
Recent research has shown there is a commonly held view that managed accounts are more suited to High Net Worth clients. However, with more advisers starting ...		I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic because Standard ...		There's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their ...		Control is an important ingredient in the mix of achieving desirable investment outcomes. So, if we feel like control has been reefed away from us, our ...
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Industry Events

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Stockbrokers and Financial Advisers 2020 Virtual Conference

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Best Practice Series: Retirement Income Forum

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FPA Congress is back - and now it's virtual!

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The role of gold in a diversified portfolio

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Best of Breed Global Research & Investment Program for Instutional Investors - Global Equities

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