Resources

View the latest articles, case studies and webinars

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  • Research
  • Webinar

Webinar
31st Jan

How data, technology and trust will shape innovation and your role as a financial adviser

Watch leading tech experts and innovators Dr Charlotte Marra (Google), Daniel Teper (KPMG), and futurist Rocky Scopelliti explore how innovation, data and tech will impact the advice industry.

How data, technology and trust will shape innovation and your role as a financial adviser

Watch leading tech experts and innovators Dr Charlotte Marra (Google), Daniel Teper (KPMG), and futurist Rocky Scopelliti explore how innovation, data and tech will impact the advice industry.

Research
31st Jan

Megatrends to consider when building a value proposition for the future

Futurist and author of ‘Australia 2030! Where the bloody hell are we?’ Rocky Scopelliti outlines four key megatrends you need to consider when building an attractive value proposition for clients.

Megatrends to consider when building a value proposition for the future

Futurist and author of ‘Australia 2030! Where the bloody hell are we?’ Rocky Scopelliti outlines four key megatrends you need to consider when building an attractive value proposition for clients.

Article
15th Jun

Data is key to delivering clients a wholistic view of their wealth

Harnessing data to solve challenges in the wealth management industry is set to take centre stage over the next few years and beyond as we collaborate to make wealth management more efficient, more accessible and more cost-effective.

Data is key to delivering clients a wholistic view of their wealth

Harnessing data to solve challenges in the wealth management industry is set to take centre stage over the next few years and beyond as we collaborate to make wealth management more efficient, more accessible and more cost-effective.

Article
31st Jan

Fortnum backs data as game-changer in advice

Financial advice is a service valued by many Australians, and while many more are interested in seeking advice, it is currently not accessible to all.

Fortnum backs data as game-changer in advice

Financial advice is a service valued by many Australians, and while many more are interested in seeking advice, it is currently not accessible to all.

Case Study
31st Jan

The future of technology and data in enabling advice

How can the digitisation of advice practices, access to quality data and collaboration help more Australians access financial advice?

The future of technology and data in enabling advice

How can the digitisation of advice practices, access to quality data and collaboration help more Australians access financial advice?

Article
23rd Dec

Making data the advice hero

Financial advice is a service valued by many Australians, and while many more are interested in seeking advice, it is currently not accessible to all.

Making data the advice hero

Financial advice is a service valued by many Australians, and while many more are interested in seeking advice, it is currently not accessible to all.

Case Study
23rd Dec

Google and HUB24 paper on ML and Data Cloud

Together with Google Cloud, HUB24 is working with licensees and leveraging cloud […]

Google and HUB24 paper on ML and Data Cloud

Together with Google Cloud, HUB24 is working with licensees and leveraging cloud […]

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