EXCLUSIVE The head of a leading Sydney-based advice practice says anyone not implementing a robo-advice offering will be left behind as the industry continues to transform.
Birling Wealth Management principal adviser Mark Malone told the ifa Advice Practice of 2020 Roundtable, partnered by Iress, that robo-advice models meet both client expectations and adhere to the FASEA code of ethics.
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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