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How advice firms can create an AI team member

07 June 2024 • Hits: 445
AI can be used as an additional team member within advice firms, providing opportunities to improve the quality of their...Read More

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AMP launches new digital tool and managed accounts on North

07 June 2024 • Hits: 701
AMP has expanded its investment menu and added new capabilities to its platform that it says is a “game-changer” for...Read More

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‘The technology is there now’: Using AI to improve the client expe...

06 June 2024 • Hits: 572
An industry consultant says advisers could be using AI to automate some of the advice processes, improving efficiency an...Read More

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DASH partners to improve client well-being and access to advice

05 June 2024 • Hits: 849
DASH is expanding its digital offerings to help provide low-balance clients with access to holistic advice designed to a...Read More

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Top EOFY topics advisers need to talk about with clients

05 June 2024 • Hits: 603
As the end of the financial year looms, BT suggests advisers check in with clients to ensure they are prepared for the f...Read More

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Comfort and confidence are key for female clients

06 June 2024 • Hits: 601
According to an adviser, it’s important to take it slower when onboarding a female client as they may take longer to b...Read More

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Retirees struggle to balance conflicting priorities: AMP

04 June 2024 • Hits: 631
Retirees are finding it difficult to balance their desire to financially support their children and their retirement lif...Read More

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Count acquires client book from Melbourne-based firm

03 June 2024 • Hits: 749
Count has continued its growth strategy with its latest acquisition of a Melbourne accounting firm’s client book. ...Read More

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More advisers should specialise in the ‘noble profession’ of risk ...

03 June 2024 • Hits: 819
With so few working in risk advice, an adviser has encouraged more people to take up the specialisation, despite the red...Read More

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