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Tony Zhang

AUTHOR|No. of Articles: 52

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How advisers can ‘illustrate’ advice and innovate client engagement

How advisers can ‘illustrate’ advice and innovate client engagemen...

Through the advancing progress in augmented reality technologies, advisers can transform their advice delivery and take ...Read More

Adopting a digital mindset can deliver continued innovation

With the onset of COVID-19, advisers will need to accept that the old methods of acquiring and servicing clients will ne...Read More

Responsible investing more critical than ever for advisers

As Australia moves past 2020, a year of bushfires and a global pandemic, financial advisers will need to pay close atten...Read More

Iress recruits Investment Trends chief

Advice technology provider Iress has appointed a former investment research executive to the newly created role of chief...Read More

Long way to go on advice tech progress

Despite the major institutions spending millions on advice technology builds, financial advisers have yet to see meaning...Read More
Nigel Crampton

New digital simulation tool ensures better BID practice

As advisers aim for better best interests duty practice across the industry, a new tool that uses actuarial simulation a...Read More

Next generation may not differ from parents in investments

The 'next generation' of wealthy global investors may not be as interested in going green as expected, but are likely to...Read More
Video can strengthen client relationships

Video can strengthen client relationships

Video is still something new to advisers, however as the advice industry moves forward, videos can be an innovative and ...Read More
Dealer groups limiting advice tech progress

Dealer groups limiting advice tech progress

Adviser dealer groups are hampering the ability of financial planning technology to make breakthroughs in the sector by ...Read More

Implementation of open banking could ‘shake up’ advice industry

The development of open banking could see a more innovative financial services landscape for advisers and drive better c...Read More
Rod Bertino

BDM-adviser engagement ‘not enough’ during COVID-19

Financial advisers have reported that they are not receiving enough value from their business development managers (BDMs...Read More

How to service advice clients without an SOA

An initial financial plan doesn’t need to be the be-all and end-all, according to one adviser who has found success wi...Read More
Vanessa Bennett

Adopting a ‘new mindset’ for advisers in a post-pandemic future

As advisers face a post-pandemic future, adopting a different mindset in performance and efficiency can help advisers im...Read More

Increased use of video for advisers may be a game changer

With increasing innovation in video technologies, financial advisers should look to increase video contact methods with ...Read More

Financial services must focus on customer experience, digital pathways

Traditional financial services companies are facing pressure to transform as new entrants focused on customer experience...Read More


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