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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 a UK regulator.
NEWS • Mon, 15 Jun 2020
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 just like you on Google, how are you maximising ...
BLOG • Wed, 10 Jun 2020
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 retirement savings amid the pandemic, a new ...
NEWS • Mon, 08 Jun 2020
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 transaction.
NEWS • Tue, 02 Jun 2020
FPA unveils planning roadmap
The FPA has revealed its 2025 strategic roadmap, detailing three priorities that will guide its activity.
NEWS • Mon, 01 Jun 2020
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 amid increasing demand for innovative adviser ...
NEWS • Wed, 27 May 2020
Managed account use improves client relationships
New research has revealed the degree to which using managed accounts can boost practice profitability and client engagement.
NEWS • Tue, 26 May 2020
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 “more focused and sustainable” financial advice ...
NEWS • Mon, 25 May 2020
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 layers of regulation that have stifled the ...
NEWS • Thu, 21 May 2020
