Financial planning

Technology: Helping the affordability and accessibility of financial advice

We see a role for technology to continually improve the customer experience, meet compliance requirements, deliver cost savings and drive efficiencies across the advice

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Reducing the cost of financial advice

Financial advisors tend to be valued by those who use them, while the financially unadvised don’t see the need to pay.

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The only competitive differentiator today for financial advisors is to be customer focused

The age of the customer has well and truly arrived. A time where machines or technology (yes it’s their time too) is an enabler of customer-centricity; a partner to any…

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Let’s not tie up our robo-advisers in too much red-tape

ASIC’s new guide on digital financial advice must strike a balance between innovation and protection. Increasingly complex Australian superannuation, tax laws and social security, coupled with low financial literacy and…

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Financial planners – professional advice stems from professional standards

Today, the Senate Economics References Committee hearing for the Scrutiny of Financial Advice inquiry begins. After your health, your finances are the second most important influence in having a comfortable…

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