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ADVICETECH
Financial planning
Almost half of advisable millennial Australians say digital capability is in their top three reasons for choosing an advice firm despite only one-quarter of advice busine...
Financial planning
Advice practices willing to invest in technology could be adding up to 20% to their bottom lines, according to a new report from Netwealth....
Financial planning
Four in five advice firms are likely to invest more in client engagement AdviceTech this financial year than in the previous one, with the use of scaled advice technologi...
Financial planning
The second Netwealth AdviceTech research report has shown that technology adoption and implementation among advice practices is cause for concern....
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....