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The hidden exodus of financial adviser
We all know that too many advisers are exiting the industry far too quickly… But you t...
Solving the financial sector’s contact centre challenge
Delivering a great customer experience as call volumes grow is strengthening the busines...
COVID resurgence top of mind for financial advisers
In the September 2021 quarter, COVID continued to be top of mind for advisers and their cl...
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AIOFP slams government’s robo-advice push
The AIOFP has accused the government of overlooking the facts as it pursues the introduc...
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How digital advice can help drive social responsibility initiatives
Better use of technology can help reach the UN’s Sustainable Development Goals. ...
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AFCA announces ‘milestone’ platform to address dispute resolution
The financial services ombudsman has announced a new platform aimed at helping firms bet...
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HUB24 adds new managed account portfolios
The actively managed portfolios target specific risk-return outcomes. ...
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Advice fee consent solution tackles ‘industry-wide challenge’
ClearView and Matrix Planning Solutions have adopted an advice fee consent solution from...
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Adviser Innovation Summit 2021 wrap: Potential in tapping into self-directed clients
Financial advice has been designed for clients who are delegators but there is an opport...
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Why data is ‘the most exciting frontier’ for the advice industry
The way in which the advice industry uses and augments data will rapidly enhance the cap...
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Advisers encouraged to adopt ‘new mechanisms’ to engage with clients
The technology shift brought on by the COVID-19 pandemic should encourage financial advi...
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Financial services set to increase uptake of AI and blockchain
Companies are planning to invest more into a range of emerging technologies. ...
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Australian fintechs team up for new advice integration
The new integration between iFactFind and Worksorted could save practices an estimated on...
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The digital transformation priorities over the next 12 months
A new survey released this week has highlighted the biggest priorities for Australian orga...
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Iress CCO departs company
Iress has announced that its chief commercial officer, Michael Blomfield, and chief commun...
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Licensing regime to enable advisers to advise on crypto deemed unnecessary
A recommendation to allow financial advisers to give advice on cryptocurrencies was not in...
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Financial services to benefit from tech disruption
Leaders in financial services have the opportunity to widen their moats against upstart co...
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Adviser Innovation Summit 2021 is going digital
One of the most sought-after events on the financial adviser calendar is going online! ...
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Number of advisers using HUB24 spikes in last 12 months
The number of advisers using the HUB24 platform has grown by over 1,000 in the last 12 mon...
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