<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=479543960385124&amp;ev=PageView&amp;noscript=1">

Smaller firms attempting to bridge advice gap

Mon 15 Aug 2022
0 MIN READ

Much of the focus of digital advice has been on how the larger advice institutions will implement it, but a smaller firm has taken the plunge on investing in a digital solution to help bridge the advice gap.

Read more: Smaller firms attempting to bridge advice gap

Looking for something specific?

Want to learn more about what we do?

Learn more about OpenInvest
Related articles
Mon 05 Dec 2022

How an established Private Wealth firm used marketing to attract a new type of client

Collins House is an advice firm that has been an early adopter in the online direct investment space. In this article, they share valuable lessons they’ve learned while building a digital investment...

Wed 30 Aug 2023

Younger investors opt for robots to bypass costly financial advice

Younger Australians looking for simple investment advice are eschewing high-cost traditional providers in favour of newer, robo-advice and digital platforms, as the number of financial advisers...

Thu 07 Sep 2023

OpenInvest partners with low-cost advice firm

Digital investment platform OpenInvest has partnered with financial advice provider Life Sherpa to launch a managed investment portfolio solution tailored specifically for individuals with lower...

join our newsletter

Build your investing confidence with expert Insights.

Sign up to get access to information and strategies from world-leading investment managers.

© OpenInvest 2024

Portfolios

Learn More

White Label

Key Documents

Contact us
1800 954 549

(Mon-Fri: 8am-6pm AET)

enquiries@openinvest.com.au
Log in
Get started

This website is maintained by OpenInvest Limited ACN 614 587 183, AFSL 504 155 and its related entities (OpenInvest, ‘we’, ‘our’, ‘us’). Your use of the website is governed by the Terms of Use and our Privacy Policy. We recommend you review these documents and check for updates regularly.

All information on this website including content that is published or made available by our partners, is of a general nature and should not be considered as personal financial advice that takes into account your individual objectives, needs or circumstances. Content provided by an investment manager is representative of the views of the relevant investment manager only and OpenInvest makes no representation or warranty as to the accuracy or completeness of such content and any liability is expressly disclaimed. The investments described within any Model Portfolio published on this website is also indicative as at the date of publishing.

Any investment in the service is administered through the OpenInvest Portfolio Service ARSN 628 156 052 (‘Service’). OpenInvest Limited is the responsible entity of the Service. It is your responsibility to determine whether investing in the Service is appropriate for you, as well as which Model Portfolio is right for you, having regard to your objectives, financial situation, needs and circumstances. You should read the Product Disclosure Statement, Investment Menu and Target Market Determination before investing. OpenInvest does not provide financial advice that takes into account your personal circumstances and does not make any recommendation to invest in any particular Model Portfolio or in the Service. You should also be aware that any information on past performance is not a reliable indicator of future performance and that none of OpenInvest, or any investment manager partner, or any custodian appointed by OpenInvest, guarantees the performance of any investment in the Service, or of any Model Portfolio or the repayment of capital.

Should you require assistance in determining whether an investment in the Service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.