In questioning whether financial advice is “too complex” for the average Australian, Sarah Abood has reiterated the importance of digital tools to address accessibility c...

Whilst digitally-enhanced advice seems inevitable following the final QOA report, industry members still debate the extent of its effectiveness....

There is a “strong intent” by advice firms to increase their use of technology and integrate it into their business, according to Adviser Ratings....

Technology and research firm Capital Preferences is launching a program in Australia with several advice firms to uncover the risk preferences of their clients and how th...

Technology has been instrumental in the significant growth of financial advice in the UK over the last decade and a major UK player is eager to transform the local advice...

Dealer groups that win the adviser relationship will be those that place digital at the centre of their adviser value proposition, according to Midwinter....

Having a human adviser could increase a client’s mental wellbeing by over 50%, a recent Vanguard survey has found, along with adding portfolio and financial value....

The firm is set to launch its Adviser Portal in the first half of the year and has worked with a group of advisers to determine how the service can best support them. ...

Recommendations like the removal of SOA requirements and embracing digital advice have been strongly endorsed by industry groups, who state this is ‘the time for bravery’...

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

Digital tools are being classed as the pathway to simple advice but adviser, Paul Moran, believes it will be unable to solve the problem of advice affordability and acces...

Advisers feel cautious about implementing digital advice, according to abrdn, as they are unclear on whether it would qualify for them to meet all their regulatory requir...

Digital hybrid advice is an answer for Australians excluded from advice due to high costs and for those who do not have ‘complex advice needs’....

Using technology can help financial advisers to cut down on their risk and compliance work, writes Craig Keary, leading to a reduction in consumers’ advice fees in the p...