Technology

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; […]

by July 27, 2020 0 comments Advice, Advisers, Technology
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 Advisers, Technology