Advice technology solution intelliflo has launched an integration with fintech firm FAYBL to introduce AI capabilities across the intelliflo office ...
As adviser-client relationships stabilise, Investment Trends’ latest report said digital hybrid advice models are key to addressing the supply-demand gap ...
Advisers are now serving more ongoing clients, according to a CFS report, but efficiency limitations continue to hinder the 82 ...
At the FAAA Congress in Perth this week, HUB24 has announced it is developing myhub, an integrated advice solution designed ...
Advisers are underestimating how much time they spend on non-advice work, creating inefficiencies within their practice which has a financial ...
Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being ...
Inefficient data processes and systems mean advisers are spending over half of their time on product implementation and administration at ...
Founder and financial adviser Brad Symes explains how his practice is looking to double its revenue through the use of ...
While technology plays a vital role in efficient financial advice firms, it remains just one piece of the wider puzzle ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
