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 weeks 5 days ago

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

3 weeks 2 days ago

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

2 months 3 weeks ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 1 day ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 1 day ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 2 days ago