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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 approaches and move past the traditional client experience
NEWS • Thu, 20 Aug 2020
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 those who can adopt a startup mindset can ...
NEWS • Wed, 19 Aug 2020
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 adopt a new mindset moving forward, according to one ...
NEWS • Thu, 13 Aug 2020
How advisers can ‘illustrate’ advice and innovate client engagement
Through the advancing progress in augmented reality technologies, advisers can transform their advice delivery and take customer engagement to a new level.
NEWS • Wed, 12 Aug 2020
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 need to be devised to remain relevant in an ...
NEWS • Fri, 07 Aug 2020
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 attention to the accelerating momentum of clients ...
NEWS • Thu, 06 Aug 2020
Iress recruits Investment Trends chief
Advice technology provider Iress has appointed a former investment research executive to the newly created role of chief commercial officer.
NEWS • Wed, 05 Aug 2020
Long way to go on advice tech progress
Despite the major institutions spending millions on advice technology builds, financial advisers have yet to see meaningful progress when it comes to technology making ...
NEWS • Thu, 30 Jul 2020
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 and digital modelling can help advisers ensure they ...
NEWS • Wed, 22 Jul 2020
