Opinion
Frustration and despair the main course for advisers this Christmas
Frustration, despair and a deep sense of abandonment will be the main courses served up at the dinner table for many financial planners when they gath...
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Opinion
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Technology disrupting super and advice
Technology is now firmly disrupting the fundamentals of Australian financial services through the removal of intermediaries and their costs. It is als...
Leveraging data and research to better serve advisers
Advice is evolving at a rapid pace – shifting from a world of product distribution to true client-centric advice. Today, the conversation is focused...
Licensee anger over latest CBA virtue signalling
We couldn’t leave 2019 without at least one more adviser attack from the CBA and its wholly owned subsidiary Colonial First State. Write com...
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Opinion
Why your clients aren’t replying to your emails
As tech dominates life and business as we know it, our email inbox has become a thriving metropolis of questions, opportunities and to-do list items. ...
Opinion
Harnessing technology
Technology has revolutionised the way businesses conduct their daily activities. It has also raised both client and employee expectations, creating a ...
Opinion
Decisions: The critical things to consider when choosing software
Deciding on new financial advice software is the perfect time to get strategic and review your business needs first. Write comment (0 Comment...
Opinion
Using technology to unlock value for advisers and clients
Advisers and their clients are looking for value in the form of product efficiencies and price, but increasingly it is innovative product solutions wh...
