Topic: Thought Leadership | Sharesight

Understanding how your portfolio has been performing overall, not just in the past month, is the best antidote to help you make the best decisions. Here’s how:

ETFs create tax complications because instead of classifying them as ordinary company shares, the ATO classifies ETFs as trusts.

Before you rush out and buy into any of the new digital banks, it’s important to do your research. Here are 5 things to consider before investing in a neobank.

Now that the Royal Commission is well under way, there are a few themes that we’ve been following at Sharesight, let’s look at the road ahead from here.

Everyone from fintech companies, to brokers, mobile apps, lenders and financial advice professionals would benefit from equal access to ASX’s CHESS replacement.

Rather than viewing fintechs as a threat to their business, financial planners should take the time to examine the opportunity that they can bring.

Not all IPOs are created equal. If you’re going to put your hard earned cash into the public float of a company, what are the markers of a good investment?

From the early days we knew partnerships would be key to ramping up not only our growth, but also the value of Sharesight itself.

A look at how investing-related fees can quickly add-up, and how reducing fees can help maximise returns in an increasingly low-return world.

A recent report by PWC paints a grim picture for professionals on the wrong side of financial services technology - here are our thoughts on the matter.

Smart advisers are leveraging disruption by taking advantage of mFund by ASX, a welcomed addition to the investing landscape.

The recently released Australian Budget was a win for small business and we think tech companies should be cautiously optimistic.

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.

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

In his latest thought leadership article, Sharesight CEO Doug Morris asks the question, why does finance hate technology?

Whilst Sharesight can’t reduce the investment access fees you pay to invest, it can help you track these fees & dramatically bring down your admin costs.