Technology

Advisers can have 1000s of clients each: Feeney

Limiting client registers to a few hundred clients could be emblematic of an outdated business model using technology the wrong way, according to the CEO of Map My Plan.

Matthew SmithMay 13, 2019

Technology

The future of advice – part two

In this, the second of our two-part series on the future of advice, we look at perspectives on licensing and business structures, as well as investment implementation & research.

Professional PlannerApril 29, 2019

Technology

Data to underpin the advice proposition

An actuary from consultancy firm Milliman believes data is the key to helping advisers get to know the real goals of their clients. Tahn Sharpe writes.

Tahn SharpeMarch 21, 2019

Technology

Super funds look to AI to improve member engagement

Tech giants like Apple, Amazon, Facebook and Google are driving members' expectations of customer experiences which is a major challenge for superannuation funds.

Elizabeth FryMarch 18, 2019

Technology

ASIC going to tender on licensing tech

A senior adviser at the regulator explained some of the projects that will be paid for with the regtech war-chest, including a new licensing tool that will assist advisers seeking an AFSL.

Tahn SharpeMarch 7, 2019

Technology

Tech implementation: tips for maximising ROI

Advice practices getting themselves future-ready need to be diligent in shepherding both people and processes through implementation to reap the benefits of their new tech.

Sarah PennFebruary 24, 2019

Technology

Regtech provider pushes back: it’s on us, not advisers, to change

Industry members are at odds over what needs to happen for their tools to be effective. One provider takes exception to the notion that advisers are the ones who need to change.

Tahn SharpeJanuary 18, 2019

Technology

SoA inconsistency hindering regtech’s effectiveness

The varying perspectives on what compliant documents look like makes it tough for regtech providers to come up with scalable and effective solutions, Red Marker director Matt Symons says.

Tahn SharpeJanuary 14, 2019

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Technology

Technology

Advisers can have 1000s of clients each: Feeney

Technology

The future of advice – part two

Technology

Data to underpin the advice proposition

Technology

Super funds look to AI to improve member engagement

Technology

ASIC going to tender on licensing tech

Technology

Tech implementation: tips for maximising ROI

Technology

Regtech provider pushes back: it’s on us, not advisers, to change

Technology

SoA inconsistency hindering regtech’s effectiveness

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