Technology

  • Advice in a volatile market

     CEO Angus Mason talks with Anne Hamieh of Xplore Wealth about how Cashel Family Office is using managed accounts and technology to better manage market volatility.

  • Advice tech choices: platform vs ecosystem

    The financial services sector is on the cusp of a major shift in advice technology. Speaking at the IMAP InvestTech 2021 virtual conference, - reveals some of the emerging technology trends that will impact the industry over the coming years

     

  • Artificial Intelligence - coming, ready or not

    There are many misconceptions surrounding artificial intelligence. Gihan Perera is a business futurist, speaker and author who works with business leaders to help them lead and succeed in an uncertain but exciting future. He provides some key insights on how AI can improve your business...

  • Artificial intelligence: Friend or foe?

    IMAP webinar artifical intelligence and investing

    Glenn Calder (Viridian Financial Group) and James Wartho (Fifth Logic and FinTalkr) share their views on how AI will shape the future of financial advice, and how the rise of artificial intelligence (AI) and its implications for financial advice has some advisers worried and others excited.

  • Crypto: Don’t write it off just yet

    There remains great uncertainty and healthy skepticism around cryptocurrency. At IMAP Specialist Webinar Series on ‘Investing in Disruption’, Craig Hobart (Monochrome Asset Management), Heath Behncke (Holon Global Investments), Cameron Gleeson (BetaShares), David Wanis (Longwave Capital), Dr Jerome Lander (WealthLander) and Rob Da Silva (SQM research) attempt to demystify and share some light on this complicated but rapidly evolving space.

     

  • Disruption: friend or foe?

    Does artificial intelligence and machine learning really work in portfolio management? IMAP Specialist Webinar features Dr James Yang (Coolabah Capital Investments), Dr David Allen (Plato Investment Management), David Wanis (Longwave Capital), Dr Jerome Lander (WealthLander) and Rob Da Silva ( SQM research) on ‘Investing in Disruption’.

     

  • Four-step approach to technology adoption

    Choosing and implementing the right technology for a financial planning business can be challenging and often confusing. Paul Moran (Moran Partners Financial Planning) shares his four-step approach to adopting technology.

     

  • Globalisation poised to change industry

    IMAP Chair Toby Potter and Peter Worn - Joint Managing Director at Finura Group - provide their key insights from the IMAP InvestTech 2021 virtual conference, including the likely themes that are expected to play out in the industry from 2022 and beyond.

     

  • InvestTech 2023 - A faster, smarter future

    Technology will continue to play a significant role in reshaping the advice landscape in the years ahead. Andrew Inwood (CoreData), Eric Rocks (SS&C), and Samantha Hawkins (Praemium) share their insights on some of the trends in technology that will impact advice

  • InvestTech 2023 - ChatGPT: The new age of AI

    ChatGPT is one of a new breed of AI language tools that are poised to transform businesses and their relationships with clients. Dr Michael Kollo (Qurious Analytics) explains how ChatGPT is likely to impact the financial advice sector, helping improve productivity and making advice more accessible to a greater number of Australians.

  • InvestTech 2023 - Cybersecurity: A vital piece of the advice relationship

    With the financial services sector 300 times more likely to experience a cyber attack, taking cybersecurity seriously is an absolute necessity for any financial advice business. Fraser Jack (The Cyber Collective) provides his top tips for putting together a cybersecurity plan.

  • Platform switching on the rise

    Over the past 12 months, 29 per cent of financial advisers have stopped placing new business on a platform they are using, which is the third consecutive year that advisers have opted to switch investment platforms.

  • Revolution and evolution in ESG

    A roundtable of investment professionals discussed their environmental, social and corporate governance (ESG) considerations when building managed account portfolios. The discussion was led by Peter Wilson (Strategic Wealth), Deanne Baker (Lonsec) and John Woods CFA (Australian Ethical)..

     

  • Riding the AI tailwind

    IMAP webinar on adviers use of artifical intelligence and investing

    Are you considering an exposure to artificial intelligence (AI) in your portfolio? Cameron Gleeson (Betashares) & Monik Kotecha (Insync Funds Management) discuss how advisers can ride the AI tailwind.

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