Blog

Five ways financial advisors can use AI to improve efficiency

We explore five key ways that AI is helping financial advisors boost their efficiency, from automating workload to improving communication and client service.

Every feature Sharesight released in 2024

In case you have missed any of our monthly product updates, here is a list of every new feature and upgrade released by Sharesight in 2024.

Sharesight's top 10 investing blogs of 2024

We look back on your favourite Sharesight blogs, from investing tips to users' favourite brokers, a compilation of the world's best blogs and more.

Top trades by global Sharesight users — November 2024

Welcome to Sharesight’s November 2024 trading snapshot, highlighting the top 20 trades made by investors worldwide using Sharesight.

Top trades by New Zealand Sharesight users — November 2024

Welcome to Sharesight’s November 2024 trading snapshot, featuring the top 20 trades made by New Zealand investors using Sharesight.

Top trades by Australian Sharesight users — November 2024

Welcome to Sharesight’s November 2024 trading snapshot, highlighting the top 20 trades made by Australian investors using Sharesight.

Track your Fidelity Investments trades in Sharesight

If you trade with Fidelity Investments, you can automatically track your trades in Sharesight, making it easier than ever to track your performance.

How to create a multi-generational wealth plan

We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.

Cybersecurity best practices for financial advisors

Learn how to protect your advisory practice from growing cyber threats and build resilience with key strategies for compliance and data security.

Top trades by New Zealand Sharesight users — October 2024

Welcome to Sharesight’s October 2024 trading snapshot for New Zealand, featuring the top 20 trades made by New Zealand Sharesight users.

Top trades by global Sharesight users — October 2024

Welcome to Sharesight’s October 2024 trading snapshot for global investors, featuring the top 20 trades made by Sharesight users worldwide.

Top trades by Australian Sharesight users — October 2024

Welcome to Sharesight’s October 2024 trading snapshot, where we look at the top 20 trades by Australian investors on our platform.

Why risk and return is more important than ever for investors

Choosing the right risk profile for your portfolio (and actually sticking to it) can make or break your investment strategy.