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Tony Zhang

AUTHOR|No. of Articles: 52

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Could consumer data be the key to bringing a financial plan to life?

Could consumer data be the key to bringing a financial plan to life?

Access to consumer data could transform advice practices and see financial plans become a living benchmark that improves...Read More
The new normal of client engagement 

The new normal of client engagement

The COVID-19 pandemic has accelerated digital engagement and the shift in client demands for financial advice is rapidly...Read More
How advice fees are evolving to meet client demands

How advice fees are evolving to meet client demands

Hybrid fee models are emerging as a popular choice for advisers looking to articulate value to clients demanding a more ...Read More

Netwealth partners with fintech Xeppo 

 Netwealth has established a partnership with specialist fintech data solutions provider Xeppo in a move to expand its ...Read More

Nucleus joins forces with Arrow for low cost advice

Nucleus Wealth and Arrow Financial Advice have joined forces in a strategic partnership to “cost-effectively service t...Read More
Transitioning away from grandfathered commissions

Transitioning away from grandfathered commissions

As advisers head into the 2020-21 financial year, a number of major regulatory reforms such as the removal of grandfathe...Read More
Ignition Advice partners with Avaloq

Ignition Advice partners with Avaloq

Digital platform Ignition Advice is continuing its growth strategy completing a partnership with global financial servic...Read More

Implemented Portfolios extends partnership with SS&C

Implemented Portfolios has extended its partnership with SS&C’s Global Wealth Platform. ...Read More

How financial advisers can up their cyber security game

The Australian financial industry can ensure better improvement in financial security systems by prioritising (and maint...Read More

Adviser Innovation Summit Day 3 – Advisers and clients must meet the...

Financial advisers will need to start working with their clients and look ahead to the future together as thoughts towar...Read More

Adviser Innovation Summit Day 2 – How advisers will need to prepare ...

 Financial advisers will need to start having a proactive approach with clients on ESG and responsible investing as a c...Read More

Over 1m Aussies invest online 

Australia’s online investor population has passed one million whilst changing trends in investor behaviour are being s...Read More

Data analytics crucial for advisers to 'not be left behind'

In a post-COVID world where the future of the advice industry is evolving, advisers will need to tap in on new approache...Read More

Advisers adopting a ‘fintech startup’ mindset can thrive 

As the advice industry moves across COVID-19, advisers who are stuck in traditional processes will end up the losers but...Read More
New mindset needed to address ‘exposed cracks’ in financial advice

New mindset needed to address ‘exposed cracks’ in financial advice

COVID-19 has highlighted and intensified several underlying issues in the advice industry, and advisers will need to ado...Read More

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