efficiency

Financial planning

Private wealth head zones in on advice efficiency

Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being able to deliver efficient advice delivery ...

Financial planning

‘One Jenga piece away from collapse’: Fragile data systems hindering advice

Inefficient data processes and systems mean advisers are spending over half of their time on product implementation and administration at the expense of clients, accordin...

Financial planning

Creating extra scale without extra headcount

Founder and financial adviser Brad Symes explains how his practice is looking to double its revenue through the use of technology, enabling it to achieve scale without hi...

Financial planning

How can advice practices boost efficiency without tech?

While technology plays a vital role in efficient financial advice firms, it remains just one piece of the wider puzzle in driving overall productivity, writes Business He...

Features

Harnessing technology for efficiency

Technology may be vital for increasing efficiency and decreasing costs but the key to achieving this lies in how financial advice practices implement and utilise it, Jass...

Life/Risk

Big banks lag on insurance efficiency

Insurance advisers would like banking staff to be trained more on their products and more technology to be implemented for efficiency, according to Adviser Ratings....

Financial planning

ASIC funding model 'one-size-fits-all'

The paper on an industry funding model for ASIC fails to highlight its merits compared to alternative models working well in other jurisdictions, the Governance Institute...