advice intelligence

Financial planning

Advice Intelligence acquired by global fintech

Advice Intelligence, which went into voluntary administration in May, has been acquired by a global wealth management fintech firm....

Financial planning

Digital advice ‘market leader’ in voluntary administration

One of Australia’s leading providers of digital advice solutions has entered voluntary administration....

Financial planning

Digital vs human advice: how to balance a hybrid model

According to this financial planning software CEO, digital innovation in the adviser landscape is crucial for greater efficiency and to reach younger clients....

Financial planning

Advisers stuck in the ‘old world’ of financial advice

Advisers need to step up and deliver financial advice in the same way that consumers are interacting with their finances....

Financial planning

Could value of advice shift from SoAs?

Business models could shift to goals-based advice, rather than producing statements of advice, according to a fintech....

Features

Providing advice from home

Working from home is one of the biggest shifts globally to have come as a result of the COVID-19 pandemic. While a financial adviser’s work is centred around physical fa...

Expert Analysis

Why technology must enable sustainable financial advice

The use of technology in financial advice can help advisers to operate a sustainable and efficient businesses, Jacqui Henderson, writes....

People & Products

Investment Trends awards Milliman and Advice Intelligence

Retirement specialist Milliman and platform provider Advice Intelligence have been recognised by research firm Investment Trends with its Planning Software Innovation Awa...

Financial planning

XPLAN continues to dominate adviser space

New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....

Financial planning

FASEA could turn advisers into money coaches

Financial advisers worried about the incoming education reforms could restructure their business to become money coaches. ...

Financial planning

Understanding emotions key to advice, a.i. says

Understanding some of the basic principles of behavioural science can help financial advisers to design better “advice experiences” for their clients, according to Advice...