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Tony Zhang

AUTHOR|No. of Articles: 52

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Ability to pivot key for advisers in surviving 2020 

 2020 has seen both struggles and achievements for the advice community, but it has highlighted the importance of embra...Read More

Addressing the deep-rooted problems in advice

The financial advice industry has fundamental problems that is impacting the change in the advice process and the shift ...Read More

Australian Digital Technology Awards open for submissions 

 Momentum Media, the parent company of Adviser Innovation, has launched the inaugural Australian Digital Technology Awa...Read More
New platform launches to rebuild advice trust

New platform launches to rebuild advice trust

A platform has been launched aiming to tackle the underlying issues the advice sector faces and bridge the gap between A...Read More
Applying digital advice to the mass market

Applying digital advice to the mass market 

With the COVID-19 pandemic changing the way advice is delivered, digital advice and its effective integration with finan...Read More
New tech aims to bridge adviser-client gap

New tech aims to bridge adviser-client gap

A new technology platform will aim to help advisers redefine the client engagement process and provide advice based on t...Read More
Incorporating financial coaching in advice

Incorporating financial coaching in advice

By incorporating key aspects of financial coaching but also effectively integrating it with the client, advisers can boo...Read More
Biden victory heralds boom for ESG investing 

Biden victory heralds boom for ESG investing 

Joe Biden’s administration will usher in an unprecedented boom for environmental, social and governance (ESG) investme...Read More

Integration of data and investments key to advice

 By effectively integrating data and investment entirely across wealth platforms, new technologies can strengthen value...Read More
Open banking can drive customer experience change

Open banking can drive customer experience change

The implementation of the next open banking milestones could lead to a changing impact on the financial services sector ...Read More
ifa Client Experience Workshop 2020

ifa Client Experience Workshop 2020 Day 2: Defining the next level of ...

An enhanced value proposition beyond traditional services is crucial to setting up a successful advice business for the ...Read More
ifa Client Experience Workshop Day 1 – Getting ready for the new norm of financial advice

ifa Client Experience Workshop 2020 Day 1: Getting ready for the new n...

The pandemic has accelerated digital engagement and clients now expect it more than ever from their advisers, in what ha...Read More
Tech should enhance, not replace advice

Tech should enhance, not replace advice

The approach of using tech to enable, not replace, advice should be considered when shaping the elements of the future i...Read More
Selling advice on value, not on price

Selling advice on value, not on price

By adopting a values-driven approach, advisers can close the value versus cost knowledge gap for financial advice and im...Read More

How advisers ‘changed the game’ with clients in COVID-19

The pandemic has seen advisers adopt new communication and technology strategies that have improved the public reputatio...Read More

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