Rise of digital financial advice platforms concern for wealth firms
Financial advisory firms should be concerned about the rise of digital financial advice platforms as they gain popularity, says analytics company GlobalData
BDO partners with Nod
BDO has partnered with Australian fintech company Nod to deliver better and more efficient statement of advice documents to clients.
Australian FinTech company profile #38 – Financial Mappers
Financial Mappers enable financial advisers to deliver advice in a fraction of the traditional time and to give scaled and online advice to the mass market.
The changing face of financial advice
Open banking platform Basiq and CRM software provider AdviserLogic have partnered to solve this issue and improve the way financial advice is given.
Tech enabled, hybrid advice model emerges
Absolute Advice created a hybrid model – a full service advice practice employing tools commonly associated with robo-advice for on-boarding and investment.
A sneak peek at Rule Builder: create automated financial advice tests in just minutes
Over the past few years TIQK have built considerable in-house compliance and engineering expertise in how to automate complex financial advice assessments.
Australian FinTech company profile #8 – Map My Plan
Australian FinTech company profile #8 – Map My Plan
AI to impact all aspects of advice: Report
An upcoming whitepaper reveals the rise of machine learning and artificial intelligence will transform every aspect of advice over the next five years.
