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DIGITAL ADVICE
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...
Financial planning
Digital hybrid advice is an answer for Australians excluded from advice due to high costs and for those who do not have ‘complex advice needs’....
Tools & guides
Using technology can help financial advisers to cut down on their risk and compliance work, writes Craig Keary, leading to a reduction in consumers’ advice fees in the p...
Expert Analysis
There is a huge, almost invisible, demand for personal financial advice but advisers will only be able to meet this if they are willing to collaborate rather than compete...
Financial planning
A whitepaper from Ignition Advice has dispelled the myths regarding digital advice take-up, including concerns the corporate regulation will not find it compliant....
Financial planning
Over 80% of high net worth clients expect on-demand mobile access to digital information, but only around 50% of firms offer that, according to Netwealth....
Financial planning
Digital advice is essential to servicing the unmet advice gap but making the platforms simple is the biggest challenge, according to a panel. ...
Financial planning
Hybrid models of advice using digital advice will be necessary in the future, with a human adviser touch still required at the forefront, according to a whitepaper....
Superannuation
Superannuation funds may struggle to be as competitive without using digital advice to scale as the need to close the advice gap increases, according to Bravura solutions...
Financial planning
A panel has agreed that a hybrid advice model is needed to close the advice gap but the digital side needs to be trusted by the consumer and holding them account to what ...
Financial planning
The Government is talking about it, the regulator is talking about it and now digital advice player Six Park has released a white paper emphasising the need for an expand...
Financial planning
Financial advisers may emerge as one of the few winners from the COVID-19 pandemic but they will have to play their cards right, according to new research from KPMG....
Tools & guides
The COVID-19 pandemic has emerged as the greatest disruption to economic growth in generations but presents an opportunity to highlight the benefits of technology, writes...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...