DIGITAL ADVICE

Financial planning

As adviser-client relationships stabilise, Investment Trends’ latest report said digital hybrid advice models are key to addressing the supply-demand gap in Australia. ...

Financial planning

Digital advice may be perceived as a cheaper and easier way to close the advice gap but Iress’ latest advice research reveals consumers are still deterred from accessing ...

Financial planning

After launching its digital advice offering earlier this year, AMP has announced the next phase of its strategy, providing its users with more personalised guidance. ...

Financial planning

Financial advice practices need to combine both their professional skills and credibility with digital access if they wish to compete with finfluencers for younger client...

Financial planning

With the high cost of advice keeping young Australians locked out of advice, a fintech provider has said digital advice is key for licensees to capture this unadvised dem...

Financial planning

Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from ...

Financial planning

AMP has unveiled enhancements to its digital advice platform, now offering personalised investment and contribution advice as it seeks to take a “market leading position”...

Financial planning

Wealth management is facing a “fundamental transformation” as 81 per cent of next-gen inheritors have said they will likely switch away from their parents’ wealth manager...

Financial planning

The digital advice platform is officially launching into the financial advice sector, offering up its services to practices as a means of engaging with the next generatio...

Financial planning

Targeting market leadership in digital advice, Bravura’s digital solutions are now available to over 6 million superannuation fund members. ...

Financial planning

Bravura’s chief executive, Andrew Russell, believes the tech firm is at the “top of the tree” when it comes to digital advice, having already signed a deal with AMP....

Superannuation

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

People & Products

Online financial advice platform Otivo has made an internal promotion to chief advice officer to ensure the firm’s advisers are providing suitable and compliant advice....

Financial planning

Financial planning software provider Bravura is focused on a “back to business” strategy to enhance revenue growth which will include the potential opportunity available ...

Financial planning

Strategic technology integration and clearly defined advice propositions are two critical elements for building a successfully scaled advice model, Adviser Ratings unpack...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 3 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

4 weeks ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

1 week 5 days ago
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