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Douglas Morris

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Chief Executive Officer at Sharesight
Articles & Research

28 May 2025

Tech matters: Why financial advice firms can’t afford to stand still

For many financial advisors, the idea of adopting new technology can feel…

Douglas Morris
Chief Executive Officer at Sharesight

26 March 2025

Why CGT clarity matters: Better advice, stronger client bonds

As your client’s investment portfolio grows, so do their capital gains tax (CGT) obligations — often becoming increasingly complex. Navigating these…

Douglas Morris
Chief Executive Officer at Sharesight

5 February 2025

Mastering risk management – How to use RoMaD to compare stocks

As a financial advisor, mastering the skill of risk management is crucial in delivering exceptional results for your clients.…

Douglas Morris
Chief Executive Officer at Sharesight