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ADVICE INTELLIGENCE
Financial planning
Advice Intelligence, which went into voluntary administration in May, has been acquired by a global wealth management fintech firm....
Financial planning
One of Australia’s leading providers of digital advice solutions has entered voluntary administration....
Financial planning
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 need to step up and deliver financial advice in the same way that consumers are interacting with their finances....
Financial planning
Business models could shift to goals-based advice, rather than producing statements of advice, according to a fintech....
Features
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
The use of technology in financial advice can help advisers to operate a sustainable and efficient businesses, Jacqui Henderson, writes....
People & Products
Retirement specialist Milliman and platform provider Advice Intelligence have been recognised by research firm Investment Trends with its Planning Software Innovation Awa...
Financial planning
New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....
Financial planning
Financial advisers worried about the incoming education reforms could restructure their business to become money coaches. ...
Financial planning
Understanding some of the basic principles of behavioural science can help financial advisers to design better “advice experiences” for their clients, according to Advice...
People & Products
Advice Intelligence has launched its new software platform for financial advisers across Australia, making paraplanners redundant. ...
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...