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...

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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....

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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...

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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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 3 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago