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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…
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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,…
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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…
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Is Your Superannuation and Pension Safe? The Cybersecurity Challenges Looming Over the Sector
The superannuation sector in Australia is undergoing a significant transformation, driven by advances in financial technology (fintech). These innovations offer tremendous potential for improved member experiences and streamlined fund management, but they also introduce significant cybersecurity challenges. As trustees of superannuation funds, you have a critical role in safeguarding members’ investments and ensuring their financial…
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Can Fintech Help Save the Planet? Discover the Sustainable Future of Finance!
As the world grapples with the challenges of climate change and environmental degradation, every sector is being called upon to contribute to a more sustainable future. Fintech—at the crossroads of finance and technology—is uniquely positioned to drive this change. For Australian superannuation trustees and wealth management executives, understanding how fintech fosters sustainability is crucial. Investors…
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Blockchain’s Reality Check: Has it Delivered on the Hype?
The blockchain narrative, once steeped in promises of revolutionary disruption, decentralization, and unprecedented transparency, has begun to face a stark reality check. While the technology’s potential remains a subject of intense interest, its practical impact has fallen short of its initial, lofty claims. This article examines the dichotomy between blockchain’s aspirational goals and its present-day…
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Artificial Intelligence and the Future of Financial Advice in Australia: Opportunities, Challenges, and Strategic Implications
I. Executive Summary Artificial intelligence (AI) stands poised to revolutionize the Australian financial advice landscape, offering the potential for increased efficiency, personalized advice at scale, and enhanced client engagement. However, this transformation is not without its challenges. This article explores the opportunities and risks associated with AI adoption, emphasizing strategic imperatives for wealth management platforms,…
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How Much Is Really Enough? The Great Superannuation Challenge
Planning for retirement is a daunting task for many Australians. The question “How much is enough?” can feel overwhelming, especially when faced with uncertainty about longevity, expenses, and income sources. As a, I’ve worked with trustees of superannuation funds and financial advisers who grapple with these issues daily, and I’ve seen firsthand how the right…
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Fintech and the Superannuation Value Chain
Disruption, enhancements or just eating your lunch? There is increasing talk about the impact of fintech on the Australian superannuation industry. In some circles, fintech companies are regarded as disrupters, with speculation that innovative players and technology giants such as Facebook, Apple or Google could enter and dominate parts of the superannuation value chain, posing…
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The Australian wealth management industry – 2020 and beyond
Future proofing amid rapid technological change – which way now for platform providers In the next five years, social and technological trends are going to transform business practices globally and alter the Australian wealth management landscape. For platform providers, this represents a ‘sliding doors’ moment… Here’s why you should proactively prepare for the future, rather…
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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!
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