The platform provider’s latest advice tech report shows a direct correlation between being an “AdviceTech star” and the robust financial health of an advice practice.
Now that the gates are open for open banking, product providers large and small are rushing to harness the market while advisers are in a race of their own to figure out just how the technology can help their business.
The rate of advisers switching their preferred investment platform has increased for the third year in a row according to new data out from researcher Investment Trends.
A global study from researcher investment Trends shows that while the US is leading the way in terms of robo adoption, Australians are determined to arrive late to the party.
The Map My Plan co-founder and ex-Labor MP reckons the technology solutions for advisers are already here, the problem is that they're not being identified and utilised.
Eighteen months after the investment platform industry staged a very public pricing war the focus has shifted, with the battle now being fought over the twin pillars of functionality and service in a remarkably different environment.
The head of online proctoring service ProctorU wants to dispel some myths and misinformation circulating about the firm FASEA is now using to conduct its exams.