Bloated advice tech market correction touted for 2022
According to some, small providers in the advice tech space are set to merge or fall by the wayside in the year ahead.
Refining client engagement through fintech
The use of fintech is essential for advisers to have a client-centric focus during meetings, as well as improving business growth.
Fintech partners with digital platform to deliver “client-led affordable advice” combined with “proper investing”
Technology now exists that can solve the problem of delivering compliant and affordable advice to everyone who needs it.
Australian financial advice practices optimistic about growth – Iress survey
The research also found that many financial advice practices want to focus on creating more scale in their business in order to achieve growth.
Save investors from themselves with your own robo-advisor and UNSW Online
Learn more about how you can develop the in-demand skills to respond to the technological revolution in finance with UNSW Business School.
Pandemic prompts big spike in SMEs relying on trusted advisors: ScotPac’s SME Growth Index
ScotPac’s latest SME Growth Index recorded a significant decline in the number of business owners who have to ‘go it alone’.
Matrix Planning Solutions and ClearView Financial Advice adopt Iress’ advice fee consent solution
Iress announce that Matrix Planning Solutions and ClearView Financial Advice have adopted its industry solution for managing advice fee consent.
Asendium completes $1.1m capital raise
Financial advice disruptor Asendium has completed a capital raise and secured more than $1.1m of investment.
