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Adviser Innovation Summit 2021 wrap: Technology is the future, but communication is key
Advisers must embrace technology and data moving forward, but communication with clients and businesses is still key.
NEWS • Wed, 02 Jun 2021
The buy now pay later opportunity for advisers
Ahead of his presentation at the upcoming Adviser Innovation Summit, BizPay chief David Price reflects on the rise and rise of buy now pay later and how the service can ...
NEWS • Thu, 27 May 2021
Podcaster launches robo advice service
An adviser and financial influencer has launched a robo-advice service she believes will assist an under-served market of women clients.
Thinking about new advice technology? Ask these key questions before taking the plunge
Advice tech can create a more sustainable business says Midwinter's Peter Panigiris, but fail to ask the right questions and the benefits can fail to materialise.
BLOG • Thu, 27 May 2021
How to create a top-notch review process
As the annual opt-in deadline draws closer, many advisers are understandably nervous about justifying their fees to clients on an annual basis. One industry technology ...
NEWS • Thu, 20 May 2021
Funds look to robo advice to retain members
A listed financial services software group has said that digital advice is emerging as a key strategy for funds to engage and retain members in an increasingly ...
Australian Digital Technology Awards winners revealed
The foremost tech companies supporting wealth management have been revealed at the first-ever Australian Digital Technology Awards.
Juggling admin and client experience in the onboarding process
How can advisers strike the right balance between validating and engaging a prospective client in their onboarding process? One industry technology expert tells.
NEWS • Thu, 13 May 2021
Game on for crypto: A new asset class or the greatest bubble of all time?
Of late, cryptocurrencies have gained immense popularity among global investors, who are now betting big on the digital currency as a mainstream asset. Initially designed ...
BLOG • Thu, 13 May 2021
