The ifa Show

Financial advisers are moving away from platforms to reduce costs for their clients


Listen Later

The need for financial advisers to embrace technology has only been accelerated on the back of the COVID pandemic and Sharesight is one online portfolio tracking tool many are turning to.

On this episode of the ifa show, host Neil Griffiths is joined by Chris Stojcevski from Sharesight’s partnership team to discuss exactly what the tool does and why it’s proving to be incredibly popular within the sector.

As well as sharing the progress of Sharesight since its inception to today, Chris details the structural trends of financial advisers moving away from platforms to reduce costs for their clients and how his experience at June’s AI Summit drove that point home.

https://cutt.ly/sharesight 

...more
View all episodesView all episodes
Download on the App Store

The ifa ShowBy Momentum Media


More shows like The ifa Show

View all
CommSec Market Update by CommSec

CommSec Market Update

9 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

94 Listeners

The Money Puzzle, with James Kirby by The Australian

The Money Puzzle, with James Kirby

47 Listeners

Ensombl Advice Australia by Ensombl

Ensombl Advice Australia

2 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

63 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

13 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

17 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

10 Listeners

Straight Talk with Mark Bouris by Mentored.com.au

Straight Talk with Mark Bouris

150 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

37 Listeners

Friends With Money by Money Magazine

Friends With Money

10 Listeners

Retire Right by Glen James

Retire Right

24 Listeners

Chanticleer by Australian Financial Review

Chanticleer

18 Listeners

The Fin by Australian Financial Review

The Fin

19 Listeners

5 in 5 with ANZ by ANZ

5 in 5 with ANZ

4 Listeners