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Sarah Kendell

AUTHOR|No. of Articles: 93

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COVID changing the game for digital advice

Robo advice may have failed to take off as a replacement to traditional advice, but the events of the pandemic are chang...Read More

Managed accounts and the shifting adviser proposition

In conversation with ifa ahead of his presentation at the Adviser Innovation Summit, Implemented Portfolios’ Phil Pilg...Read More

FinClear in managed portfolio partnership with Blackrock

The fintech group has announced a new agreement with Blackrock to deliver the investment giant's products through its pl...Read More

Adviser Innovation Summit 2021 wrap: Technology is the future, but com...

Advisers must embrace technology and data moving forward, but communication with clients and businesses is still key. ...Read More
The buy now pay later opportunity for advisers

The buy now pay later opportunity for advisers

Ahead of his presentation at the upcoming Adviser Innovation Summit, BizPay chief David Price reflects on the rise and r...Read More

Podcaster launches robo advice service

An adviser and financial influencer has launched a robo-advice service she believes will assist an under-served market o...Read More
Peter Panigiris

Thinking about new advice technology? Ask these key questions before t...

Advice tech can create a more sustainable business says Midwinter's Peter Panigiris, but fail to ask the right questions...Read More
Hans Egger

How to create a top-notch review process

As the annual opt-in deadline draws closer, many advisers are understandably nervous about justifying their fees to clie...Read More

Funds look to robo advice to retain members

A listed financial services software group has said that digital advice is emerging as a key strategy for funds to engag...Read More
Australian Digital Technology Awards 2021

Australian Digital Technology Awards winners revealed

The foremost tech companies supporting wealth management have been revealed at the first-ever Australian Digital Techno...Read More

Juggling admin and client experience in the onboarding process

How can advisers strike the right balance between validating and engaging a prospective client in their onboarding proce...Read More
Kunal Sawhney

Game on for crypto: A new asset class or the greatest bubble of all ti...

Of late, cryptocurrencies have gained immense popularity among global investors, who are now betting big on the digital ...Read More

Macquarie Wrap funds swell above $100bn

The banking giant has revealed funds on its platform have surpassed $100 billion as it focuses on supporting adviser eff...Read More

Midwinter gets new commercial head

The advice technology provider has appointed a former AMP executive as it looks to global expansion. Read More
ALRC sets out regulatory reform agenda

'Overly complex and unwieldy': ALRC sets out regulatory reform agenda

The Australian Law Reform Commission has unveiled a range of preliminary findings in its inquiry into how the complicate...Read More

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