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Sarah Kendell

AUTHOR|No. of Articles: 93

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Robo-advice on the rise, but humans aren't going anywhere

The use of robo-advisers is booming among all age groups, but they will need to incorporate a “human element” if the...Read More
Allison Dummett

Why strategic financial advice can be a recession buster

The coronavirus pandemic has dragged the Australian economy into recession, but strategic financial advice can help Aust...Read More
PictureWealth buys NEO

PictureWealth buys NEO

Fintech PictureWealth has bought NEO Financial Solutions, saying it is set on “reinventing the financial advisory and ...Read More
Kim Payne

Unhappy clients switching advisers following crisis

COVID-19 has acted as a catalyst for a significant proportion of clients to switch advisers if they felt their adviser...Read More

Australia trails world on robo-advice

Australia lags behind other countries on robo-advice but women investors are driving increased uptake around the world, ...Read More
Manuel Damianakis

Why leading practices are taking an active approach to advice and port...

Financial advice firms across Australia are demanding greater control and transparency with the investments they recomme...Read More

Over half of consumers reject robo-advice

More than half of consumers reject robo-advice due to technological illiteracy and distrust, according to a report from ...Read More
Michael Back

Get more clients by befriending Google

Most businesses rely on word of mouth and referrals to grow their business. Yet with so many people looking for someone ...Read More

Over half of super members want digital advice

Two-thirds (66 per cent) of Aussies want to hear more from their super fund about their investments and protecting their...Read More

Centrepoint acquires advice technology business

A listed dealer group has acquired a financial planning technology business from a super research firm in a $1.5 million...Read More

FPA unveils planning roadmap

The FPA has revealed its 2025 strategic roadmap, detailing three priorities that will guide its activity. Read More
Matthew Done

WealthO2 hire signals increased demand for ‘new generation platforms...

An advice technology provider has appointed a new chief technology officer as it doubles down on technology investment a...Read More

Managed account use improves client relationships

New research has revealed the degree to which using managed accounts can boost practice profitability and client engagem...Read More

MLC announces new advice business

MLC has announced a new licensee network for self-employed advisers and advice businesses as it attempts to create a “...Read More
Gary Bailison

COVID crisis ‘a burning platform’ for advice

The financial fallout of the coronavirus presents an opportunity for advisers to advocate for the removal of some of the...Read More


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