Can technology help advisers service the masses?BY KARREN VERGARA | TUESDAY, 26 NOV 2024 12:45PMFinancial advisers who choose to serve the masses instead of specialising must reckon with how to leverage technology to make this possible amidst the influx of wealth Australians do not know how to plan for, according to industry experts. Related News |
Editor's Choice
Perpetual receives fresh KKR bid
Perpetual said it has received a revised takeover bid from KKR after the acquisition hit a tax snag.
Iress creates dedicated customer role
Iress has created a new position to strengthen its advice technology offerings, hiring the head of Count Financial.
Economist calls for 35bps rate cut
Experts and the market are anticipating the Reserve Bank will deliver an interest rate cut tomorrow, but some want to see a bigger one than expected.
Fiducian FUMAA swell to $14.4bn
Fiducian Group reported an 11% increase in funds under management, administration, and advice (FUMAA) to $14.4 billion thanks to improved inflows and the steady rise of the financial markets.
Products
Featured Profile

Jelena Stevanovic
CHIEF EXECUTIVE OFFICER
PLATYPUS ASSET MANAGEMENT HOLDINGS PTY LTD
PLATYPUS ASSET MANAGEMENT HOLDINGS PTY LTD
As the new chief executive of Platypus Asset Management, Jelena Stevanovic hopes to continue the fund manager's long tradition of outperformance with patience and by fostering meaningful relationships with clients and staff. Karren Vergara writes.