-
Strategic Partnerships: Unlock Growth, Innovation, and Efficiency in Wealth ManagementÂ
The Australian wealth management landscape is undergoing a period of unprecedented transformation. Increased competition from both established players and disruptive fintechs, coupled with rising client expectations for personalized, digitally-driven experiences, is putting immense pressure on firms to innovate and deliver value efficiently. For wealth professionals and wealth technology/fintech firms alike, the temptation to “do it…
-
Why Are the Top 5 Predictions for Wealth Management the Same as 10 Years Ago?
Are We Finally Ready to Realise the Potential? The wealth management industry in Australia is at a critical juncture. For over a decade (and longer), we have been predicting transformative changes in the way wealth is managed, from digital transformation to personalisation, ESG investing, and the rise of hybrid advisory models. Yet, despite the fanfare,…
-
Which Costs More: Keeping It In-House or Outsourcing?
A Strategic Analysis for Australian Superannuation Funds For trustees of superannuation funds and wealth management executives, the decision to insource or outsource crucial services transcends a simple financial calculation. It’s a strategic imperative, deeply intertwined with operational efficiency, member satisfaction, and long-term sustainability. As the financial landscape continues its rapid evolution and member expectations become…
Search
About
Darren Stevens is a qualified fellow of the Actuaries Institute of Australia and has been working in the Wealth Management and Fintech sectors for over 38 years. These blogs are desired to assist executives in the wealth industry and other interested observers understand a little more about the workings and issues faced.
Archive
Recent Posts
- Strategic Partnerships: Unlock Growth, Innovation, and Efficiency in Wealth ManagementÂ
- Why Are the Top 5 Predictions for Wealth Management the Same as 10 Years Ago?
- Which Costs More: Keeping It In-House or Outsourcing?
- Is Your Superannuation and Pension Safe? The Cybersecurity Challenges Looming Over the Sector
- Can Fintech Help Save the Planet? Discover the Sustainable Future of Finance!
Social Media
Gallery





