Platforms/fintech

How the best firms take the mystery out of advicetech success

How the best firms take the mystery out of advicetech success

Effective use of technology drives business success for financial advisers. Businesses that invest wisely in technology – who think ahead, budget and execute to a plan – are more likely […]

Start Making Sense Ep 6: Four basic principles will make tech adoption simpler and less risky

Start Making Sense Ep 6: Four basic principles will make tech adoption simpler and less risky

We all know financial planners need to innovate. The old ways of working simply don’t apply any more. That’s because the economics of advice delivery have changed completely. Advisers have […]

Delivering an exceptional advice experience in a COVID-19 world

Delivering an exceptional advice experience in a COVID-19 world

Our world during the COVID-19 pandemic is full of uncertainty, the situation rapidly changing and developing. We saw early signs of recovery in Australia as restrictions began easing in July; […]

The tech advisers are using – and plan to use – to keep in touch

The tech advisers are using – and plan to use – to keep in touch

COVID-19 forced a massive work-from-home push in China earlier this year. In Australia around a third of employees already regularly worked from home in 2019, according to Australian Bureau of […]

by March 24, 2020 0 comments Advice, APAC, Global, Platforms/fintech
Why bad tech will be the licensee’s Achilles heel

Why bad tech will be the licensee’s Achilles heel

Giving advisers free rein over the software they use will prove to be a licensee’s Achilles heel, says Todd Kardash, chief executive officer of Matrix Planning Solutions, the 2019 CoreData […]