Bridging the advice gap with technology increases flexibility for self-licensees, new research shows

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Amid ongoing debate by Australian legislators and regulators on the future of financial advice, including how to restore advisor numbers and meet the needs of a growing demographic nearing retirement,

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Sharesight partners with Desktop Broker to bring powerful reporting to advisers

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Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker. By having Desktop Broker trades automatically populated in Sharesight, advisers

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Sharesight data now available in myprosperity

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Leading wealth portal myprosperity has announced a partnership with premier share portfolio tracker, Sharesight. Clients who use Sharesight to track their investments will now be able to view them from within their myprosperity wealth portal. The direct

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Time to invest offshore?

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With many international equities currently outstripping their Australian counterparts, many share investors are turning their minds to investing overseas. The question is, what’s the best way to go about it?

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Don’t overestimate the market downturn

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Investors shouldn’t overestimate the impact that the recent downturn in the financial markets had on their portfolios, Sharesight Managing Director Andrew Bird urged today. “Many investors consider the performance of

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Planners urged to embrace cloud technology

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An increasing number of financial advisers are exploring cloud technology as a way to open up new business opportunities, according to online portfolio management service Sharesight. Andrew Bird, Executive Director

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