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How advice firms can use emerging tech to create efficiencies

29 February 2024 • Hits: 493
Advice firms need to look towards emerging technologies such as AI to reduce time spent on back-of-office tasks. ...Read More

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Centrepoint announces plans for new platform

29 February 2024 • Hits: 1174
The firm has announced a partnership with a digital advice platform developer to help launch the platform later this yea...Read More

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Improving client outcomes with AI

28 February 2024 • Hits: 484
Could the financial services industry benefit from the integration of AI to produce better outcomes for clients? ...Read More

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AMP partners with fintech to meet rising estate planning demand

26 February 2024 • Hits: 747
AMP looks to “solidify” its position as Australia’s leading professional services provider by delivering unparalle...Read More

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Count to leapfrog Insignia adviser numbers

23 February 2024 • Hits: 365
According to the latest numbers from Wealth Data, Insignia is poised to drop to the third-largest licensee based on advi...Read More

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Platforms focused on improving self-service capabilities

23 February 2024 • Hits: 760
Market wrap report shows advice platforms are moving to expand their digital offerings and improve client outcomes. ...Read More

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Why young Australians should consider financial advice

19 February 2024 • Hits: 768
According to one adviser, once younger Australians understand how financial advisers are helping clients, they will be c...Read More

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HUB24 again claims top spot in platform rating

19 February 2024 • Hits: 1148
HUB24 has maintained its first-place ranking in Investment Trends’ platform functionality rating. Read More

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Choosing the right licensee: A blend of strategy, intuition, and due d...

21 February 2024 • Hits: 1236
According to a financial adviser, professionals looking to switch licensees need to “appreciate the weight” of makin...Read More

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