Tony Zhang

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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 embracing change and driving a positive evolution of the ...

NEWS • Wed, 23 Dec 2020

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 in value for clients, according to one industry ...

NEWS • Sun, 13 Dec 2020

Australian Digital Technology Awards open for submissions

Momentum Media, the parent company of Adviser Innovation, has launched the inaugural Australian Digital Technology Awards.

NEWS • Thu, 10 Dec 2020

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 Australians and advisers.

NEWS • Thu, 03 Dec 2020

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 their clients’ life goals and dreams, with its ...

NEWS • Mon, 23 Nov 2020

Incorporating financial coaching in advice

By incorporating key aspects of financial coaching but also effectively integrating it with the client, advisers can boost their service offering and strengthen client ...

NEWS • Fri, 20 Nov 2020

Biden victory heralds boom for ESG investing

Joe Biden’s administration will usher in an unprecedented boom for environmental, social and governance (ESG) investments, according to one financial advisory chief ...

NEWS • Tue, 10 Nov 2020

Integration of data and investments key to advice

By effectively integrating data and investment entirely across wealth platforms, new technologies can strengthen value and scale for advisers in a competitive future, ...

NEWS • Fri, 06 Nov 2020

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 in terms of customer experience, according to a ...

NEWS • Thu, 05 Nov 2020

Tony Zhang

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