Advisory and Discretionary Portfolio Propositions

By | October 26th, 2017|Categories: Uncategorized|

One the most read articles on our blog is about the pros and cons of advisory and discretionary portfolio services, and the decision to go one way or the other (or both) continues to be [...]

Financial advisers set to become the new fund managers

By | August 29th, 2017|Categories: Uncategorized|

I really like the opening sentence on this article of 'Technology is enabling financial planners to climb the value ladder, but at the same time it is kicking out the rungs behind them as they [...]

The role of AI and Robo in Advice

By | August 17th, 2017|Categories: Uncategorized|

I am really enjoying the heating debate about whether Robo advice will replace human advisors or complement human advisors and in the last month a few thing have to come to light that are starting [...]

Discretionary vs Advisory Propositions

By | April 19th, 2017|Categories: Uncategorized|

The Evolution of Regtech Towards Intelligent Agents

By | February 20th, 2017|Categories: Uncategorized|

RegTech : Helping Compliance Go From ‘Policeman’ to ‘Coach’

By | February 10th, 2017|Categories: Uncategorized|

A really fascinating and insightful session at the ASIC RegTech round table earlier this week in Sydney, Australia. One key thing I took away from the session is that in many peoples eyes, Regtech is [...]