Technology

Prime Millennials for engagement through digital advice

Thursday, 27 July 2017

Advisers should use digital technology to engage Millennials now, with a view to overcoming trust issues and “harvesting” them later in life, the FSC Leaders Summit has heard.

For serious results, make risk profiling a game

Tuesday, 18 July 2017
The methods the wealth-management industry uses to determine client preferences and risk tolerance are useless and should be thrown out in favour of a game, a US academic argues.

Business changes rapidly; your marketing strategy must keep pace

Monday, 10 July 2017
Whether you’re a financial planner or a sales and marketing consultant, the ability to adapt to the marketplace is crucial to your success. Easier said than done.

EY employees flock to roll out of online advice tool

Thursday, 6 July 2017
Financial services consulting firm EY has launched Map My Plan to address the financial wellbeing of its staff in Australia and New Zealand, and take-up is off the chart.

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