How advice documents are evolving with AI and lessons from an entrepreneur
Discover how financial advice documents are evolving with AdviceTech such as AI and machine learning from Joel Robbie, CEO and founder of Nod, as well as some lessons he's learnt on his start-up journey.
How advisers can ready themselves for artificial intelligence
Artificial Intelligence is coming but advisers shouldn't be afraid. Joel Robbie, founder and CEO of Nod, explains the opportunities this technology can present and what you can do to prepare yourself and your business for this revolution.
5 ways to make the most of cash flow and budgeting technology
Hear from Peter Malekas, founder and Managing Director of Moneysoft, and Chris Ridd, CEO of myprosperity, as they share their tips on how to successfully implement cash flow and budgeting technology into a financial advice firm.
Scaled advice can be the on-ramp to comprehensive advice, says Julian Plummer from Midwinter Financial Services. Discover the many benefits of scaled advice and how it can assist in keeping clients in your ecosystem.
How client feedback can change your advice business for the better
When was the last time you booked a hotel or a restaurant without checking out the online reviews on TripAdvisor or Wotif? The internet provides the ultimate survey sample for real life feedback and reviews, and there’s no ...
With an underlying engine based on machine learning and natural language processing, RegTech is set to revolutionise risk management and compliance in the financial advice industry. Matt Heine speaks to Samantha Clarke from Advice ...
Advice businesses report a growing appetite for virtual online meetings, an advicetech they are embracing keenly. The next step to this are virtual realities, with imagery and experience set to take centre stage in communication ...
Big data sources such as financial institutions, Government and increasingly social media all have an influential role to play in how and what information is available to advisers. Even today, signs are emerging the advice industry ...
Customer profiling technologies are undergoing a revolution, helping to create a more frictionless advice experience for customers. Here we look at what is in store for this vital part of the advice process, what is being used now, ...
Four considerations when implementing cash flow and budgeting tools
Cash flow and budgeting technology can give you a more holistic view of your client's wealth, allowing you to deliver more effective advice. Peter Malekas of Moneysoft shares four components of this technology to consider before ...
Hear from Samantha Clarke, CEO and co-founder of Advice RegTech, on how RegTech is helping advisers with their risk management and compliance, meaning they can spend more time with clients and less time on paperwork.
New reports, greater control over managed account trading limits, participation in class actions and more
Platform updates - May 2018. A new client report is available and more are coming soon, set minimum trade sizes by the percentage of total dollars invested in a managed account, view the general guidelines for end of financial ...
Artificial intelligence technology combined with a human touch may just be a turning point for advice businesses—saving time on tasks that can be automated frees advisers up for real customer engagement. Hear from two AdviceTech ...
How cash flow and budgeting tech can boost your business
This technology may be the key to advisers engaging customers with their finances—providing the tech to make it part of their everyday digital experience by tracking spending and savings can make the difference between them meeting ...
Platforms continue to evolve as specialist providers gain a bigger slice of the pie. It’s being reshaped as more advisers obtain their own AFSL or join smaller licensees, as well as by regulation, consumer expectations and technology ...
Customers are increasingly expecting the frictionless experiences they get from companies like Google and Amazon in all parts of their lives. Here, we look at how the advice process will be significantly shaped by technology.
Are you doing enough to protect your client’s data?
A poorly managed security issue compromises your credibility and breaks trust with clients who depend on you to manage their money. Find out which cyber incidents are impacting the industry, and how you can protect against them.
According to the latest research, 45% of financial advisers had experienced a cyber incident last year. Julian Plummer, founder of Kamino, delves into why cyber security is a very real issue for financial advisers and their clients.
A handful of front office AdviceTech tools are set to quickly change their status from emerging technologies to mainstream. Here are the five key technologies advisers said they are looking to implement in their business by 2019.
Automating processes, focusing on the customer experience and taking advantage of external expertise is saving advisers time and enabling them to enhance their business proposition - find out which technologies advisers are using.
Having recently established his financial planning business, Forwood Planning, John Forwood highlights the importance of technology when optimising business processes within smaller scaled advice practices.
Shaun Clements founder of North of River Financial, implements cutting edge technology into his processes and practice to keep relevant and accessible to his (predominantly generation X and Y) clients.
Sebastian Mazza, founder of Wealth Depot is passionate about providing innovative wealth management solutions. He believes the relationship between advisers and tech is a predominantly positive one, but is yet ...
Understand the Australian advice technology landscape
The fourth Netwealth AdviceTech research report explores what the most commonly used technologies are in advice firms and how leading businesses are approaching the investment and planning of their AdviceTech stack.
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