Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. It is an opportunity to refine the practice's value proposition and align business processes behind it, as well as spearhead a better approach ... Read more

This paper looks at how financial advice businesses struggling to contain costs can use insights from benchmarking data to support better operational and strategic decisions. Read more

Financial advice is a service valued by many Australians, and many more are interested in seeking advice. However, it is currently not accessible to all. Read more

The coronavirus (COVID-19) pandemic is reshaping the global business landscape, giving rise to new consumer attitudes and behaviours that are expected to have a lasting impact. Read more

Banking and financial services is a data driven industry in which organisations rely heavily on data analytics to meet customer expectations and stay competitive. Read more

Traditional client engagement channels are being consigned to the past as voice-enabled tools and digital assistants take us to the future. Read more

Robo-advice is a hotly debated topic in the fintech space. On the one hand it has opened up the low-wealth market, that was previously unservable, to finally be consulted on their finances, at lower costs and increased transparency. On the other hand ... Read more

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 of online share trading in the mid-1990s, to the ... Read more

Helena Gibson is at Perpetual in their platform division. Initially she details an important innovation that Perpetual has created called the WealthFocus Investment Advantage. This innovation has three capital gains tax benefits that other platforms ... Read more