Netwealth Joint Managing Director Matt Heine shares what innovations from Silicon Valley are likely to impact the Australian financial advice experience.
A handful of front office AdviceTech tools are set to quickly change their status from emerging technologies to mainstream. Here are the five key technologies advisers said they are looking to implement in their business by 2019.
AdviceTech has the hopes of the advice industry on its shoulders to help tackle perennial issues such as consumer perceptions and accessibility. Can it live up to the hype?
Automating processes, focusing on the customer experience and taking advantage of external expertise is saving advisers time and enabling them to enhance their business proposition - find out which technologies advisers are using.
We’re delighted to share our library of charts from the inaugural Netwealth AdviceTech Research Report, where you can freely use these images in your reports and presentations.
View a summary of 24 adviser technologies, highlighting key tech providers, along with technology descriptions, features and benefits to advisers. It also covers technology uptake, and anticipated usage in the next 18 months.
Cameron Cogle, General Manager of Bridgeport Financial Services explores the challenges many advisers face when adopting new technology, and the importance of company culture in its successful implementation.
According to Moneysoft founder Peter Malekas, the most successful advisers make the commitment to technology, taking the time to dismantle their current approach and look at how they can rebuild it with its inclusion.
Working for tech start up TipRanks, Sean Ickowicz encounters the highs and lows of technology. He delves into the unrealistic expectation that technology can fix all. Advocating it is simply one part of an overall solution.
SuiteBox CEO, Ian Dunbar, shares his views on technology and how it provides advisers the tools they need to outsource processes so they have the time to focus purely on the client via advice, coaching and support.
Sebastian Mazza, founder of Wealth Depot is passionate about providing innovative wealth management solutions. He believes the relationship between advisers and tech is a predominantly positive one, but is yet ...
Shaun Clements founder of North of River Financial, implements cutting edge technology into his processes and practice to keep relevant and accessible to his (predominantly generation X and Y) clients.
Having recently established his financial planning business, Forwood Planning, John Forwood highlights the importance of technology when optimising business processes within smaller scaled advice practices.
Kristopher Meuwissen, Financial Adviser at Ability Financial Planning, shares how he leverages technology to both educate and work with advice clients, delivering efficiencies in the business and better client service and outcomes.