Blog

Doug Morris

CEO

Recent Articles

Sharesight Hero - featured (1200x630)

Introducing enhanced staff sharing permissions for Sharesight's professional plan partners

by Doug Morris | May 8th 2015

The Staff Sharing Permissions feature now allows Sharesight clients the ability to control whether staff have access to: all, some, or no portfolios.

Australia Coat of Arms - featured

Thoughts on the Senate Inquiry

by Doug Morris | Apr 23rd 2015

Like many of you, we've been keeping an eye on the Senate Inquiry in Canberra into problems facing the financial planning arms of Macquarie, ANZ, NAB, and CBA.

Sharesight + Xero - Featured

Manage your SMSF with Sharesight + Xero

by Doug Morris | Apr 22nd 2015

Learn how to leverage our award-winning integration to manage your self managed super fund (SMSF) using Sharesight & Xero

Online Music - featured

Does freemium work? A look at the streaming music industry

by Doug Morris | Mar 26th 2015

Are streaming music services about to bite the dust? Our thoughts on the freemium online music vs. SaaS services such as Sharesight's model.

Uber of Wealth Management - featured

Where is the Uber of Australian wealth management?

by Doug Morris | Feb 24th 2015

Our response to Graham Hand's thoughtful CuffeLinks blog piece on what it might take to truly disrupt the Australian wealth management industry.

Yarra Valley - featured

A day in the Yarra with Vanguard

by Doug Morris | Feb 18th 2015

We spoke at a Vanguard conference in the Yarra Valley on Feb 6th. Here are our thoughts on the event & the presentations by Xero & Fluid Financial Planning.

Benchmarking - featured

Benchmarking now live on Sharesight

by Doug Morris | Jan 27th 2015

Our new benchmarking feature lets you track your Sharesight portfolio(s) against popular market indexes or specific securities.

ASX Newsletter - Featured

More choice for investors (our feature in the ASX newsletter)

by Doug Morris | Jan 19th 2015

Sharesight Executive Director Andrew Bird on how technology is coming to the rescue for investors looking for choice (Source: December ASX newsletter).

Kangaroos - featured

A tale of three Aussie funds

by Doug Morris | Jan 14th 2015

Aussie managed funds often contain the same shares as the index. So why would investors continue to pay expensive management fees?

AWI ASX - featured

AWI & ASX Fintech Expo - Roundup

by Doug Morris | Dec 2nd 2014

Last week we were given a chance to speak and host a stand at the Self-Directed Investor Fintech Expo, hosted by AWI and ASX - here's our roundup of the event.

Google Login - featured

Login to Sharesight with Google

by Doug Morris | Nov 19th 2014

You can now login (or sign up) to Sharesight using your Google account details. It's a convenient and secure method of accessing your portfolio data.

Unbundling - featured

What is unbundling and how much can it save me?

by Doug Morris | Nov 10th 2014

We did the math on running a bundled vs. unbundled $500,000 portfolio. The savings were so great, they even surprised us.