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DIGITAL ADVICE
People & Products
The risk management and compliance system has announced internal leadership changes amidst its plans to fully automate the financial advice assurance process through AI....
Financial planning
One of Australia’s leading providers of digital advice solutions has entered voluntary administration....
Financial planning
As industry bodies push for quicker implementation of the Quality of Advice Review, AMP has revealed how digital advice providers can lead the way forward. ...
Financial planning
In questioning whether financial advice is “too complex” for the average Australian, Sarah Abood has reiterated the importance of digital tools to address accessibility c...
Editorial
Whilst digitally-enhanced advice seems inevitable following the final QOA report, industry members still debate the extent of its effectiveness....
Financial planning
There is a “strong intent” by advice firms to increase their use of technology and integrate it into their business, according to Adviser Ratings....
People & Products
Technology and research firm Capital Preferences is launching a program in Australia with several advice firms to uncover the risk preferences of their clients and how th...
Financial planning
Technology has been instrumental in the significant growth of financial advice in the UK over the last decade and a major UK player is eager to transform the local advice...
Expert Analysis
Dealer groups that win the adviser relationship will be those that place digital at the centre of their adviser value proposition, according to Midwinter....
Financial planning
Having a human adviser could increase a client’s mental wellbeing by over 50%, a recent Vanguard survey has found, along with adding portfolio and financial value....
People & Products
The firm is set to launch its Adviser Portal in the first half of the year and has worked with a group of advisers to determine how the service can best support them. ...
Financial planning
Recommendations like the removal of SOA requirements and embracing digital advice have been strongly endorsed by industry groups, who state this is ‘the time for bravery’...
Financial planning
According to this financial planning software CEO, digital innovation in the adviser landscape is crucial for greater efficiency and to reach younger clients....
Financial planning
Digital tools are being classed as the pathway to simple advice but adviser, Paul Moran, believes it will be unable to solve the problem of advice affordability and acces...
Financial planning
Advisers feel cautious about implementing digital advice, according to abrdn, as they are unclear on whether it would qualify for them to meet all their regulatory requir...
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MARKET INSIGHTS
Podcast
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....