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How AMP's bot is streamlining the advice journey
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Why clients aren’t replying to your emails
As tech dominates life and business as we know it, our email inbox has become a thriving m...
Leveraging technology
Technology permeates our lives and has revolutionised the way businesses conduct their dai...
Technology must deliver adviser experiences, not just features
Following the Hayne royal commission, margin pressures on advisers – whether through inc...
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How AMP's bot is streamlining the advice journey
Over-60s are the biggest users of AMP’s new Facebook Messenger bot, which has greatly as...
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Raiz sees mixed growth during COVID-19
Digital micro investing app Raiz has recorded continued growth in active customers during ...
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Centrepoint acquires advice technology business
A listed dealer group has acquired a financial planning technology business from a super r...
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FPA unveils planning roadmap
The FPA has revealed its 2025 strategic roadmap, detailing three priorities that will guid...
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COVID-19 sees financial services hammered by cyber attacks
Due to the rapid increase in digital transformation, the COVID-19 pandemic has caused fina...
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How COVID-19 has stepped up innovation in financial services
More than 90 per cent of Australian businesses have changed their technology priorities am...
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WealthO2 hire signals increased demand for ‘new generation platforms’
An advice technology provider has appointed a new chief technology officer as it doubles d...
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Managed account use improves client relationships
New research has revealed the degree to which using managed accounts can boost practice pr...
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MLC announces new advice business
MLC has announced a new licensee network for self-employed advisers and advice businesses ...
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COVID crisis ‘a burning platform’ for advice
The financial fallout of the coronavirus presents an opportunity for advisers to advocate ...
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‘Drown out the noise’: Industry body urges client focus
Despite the current focus on adviser educational competency, it’s important for practiti...
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US robo surge has lessons for Australia
Growth in the US robo-adviser market has surged over the past three years, revealing the t...
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Advice on the brink of ‘Netflixing’
The way advice is delivered will see sweeping change through to 2030 as clients demand dat...
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Robo-advice transcends age stereotypes: Sargon
Users from right across the age spectrum are embracing robo-advice, breaking “tired ster...
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Practices should outsource portfolio management: SSGA
Advice practices should outsource their portfolio management as well as articulate the ben...
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Digital solutions could fill advice gaps for SMSF trustees
Digital advice could assist ageing clients in having their advice needs met around their s...