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Digital advice providers shift focus to super funds amid QAR

Digital advice providers have shifted their focus on pitching to corporate customers like larger licensees and superannuation funds in light of the QAR final report, new research has revealed. Inves ....

Irene Guiamatsia , Danni Le Grande , Kyle Grande , Keith Ford , Finura Group , Advice Technology , Investment Trend , Advice Technology Report , Advice Review , Investment Trends , Platform Benchmarking , Competitive Analysis Report ,

Blurred lines: Platforms and advice tech roles begin to fade

Advice practices are relying on platforms to offer more services than just investment management according to research from Investment Trends and Finura Group. This shift could have broader implications for the tech market which is already seeing increased competition servicing a diminishing number of advisers. ....

Irene Guiamatsia , Danni Le Grande , Stephen Jones , Kyle Grande , Finura Group , Advice Tech , Professional Planner , Investment Trends , Competitive Analysis Report , Peter Worn , Advice Review , Michelle Levy ,

HUB24 tops platform rankings

HUB24 tops platform rankings
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Paul Mcgivern , Mason Stevens , Competitive Analysis Report , Investment Trends ,

HUB24 tops platform functionality ranking

Research firm Investment Trends has rated HUB24 at the top of its platform functionality ranking. Now in its 19th year, the Investment Trends 2022 Platform Benchmarking and Competitive Analysis Repo ....

Paul Mcgivern , Keith Ford , Mason Stevens , Investment Trends , Competitive Analysis Report ,

Which platform has taken the top spot?

The annual platform report from Investment Trends has shared which platform has taken the top spot for overall functionality this year. ....

Paul Mcgivern , Mason Stevens , Competitive Analysis Report ,