ifa managing editor Aleks Vickovich speaks to XY Adviser co-founders Clayton Daniel, Ben Nash and Adrian Patty about the debates likely to dominate 2018 and the impact of the royal commission, judicial reading of FOFA, education standards and emerging technology on the business of financial advice.
The model of selling an advice book or practice as an adviser hits retirement has traditionally been the standard exit ...
A new report has suggested that advisers may not be doing enough to deliver value for their existing clients, which is ...
The digital advice provider has officially launched ‘Ask Otivo’, an AI-powered interactive advice assistant to help ...
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