AdviceTech is constantly changing; to stay ahead of the competition, advisers need to implement modern technology solutions that help them stay compliant, create efficiency and deliver value to their customers. In this session we’ll look at new ways that advice practices can use technology to […]
Richard Hopkin, associate at Cowell Clarke Commercial Lawyers, will talk about how technology is key to compliance, and how online tools can alleviate the pressures of practice management in a heavily regulated environment. In this session, you will learn: The benefits (and pitfalls) of using […]
Sharesight’s Chris Stojcevski will uncover how technology and the latest industry trends are modernising financial planning. Chris will discuss how advisers can: Utilise technology to eliminate the “administrator” and associated asset-based/administration fees to achieve better customer outcomes. Adopt cloud-based technology to save time, centralise their […]
With technology being part of everyday life, the modern client has shifted their expectations around efficiency. When it comes to financial advice, they desire easier and more efficient interactions. Gain insights into a new approach to data and client analytics that will empower your practice […]
At this must-attend session learn how next-generation technology is supercharging platform innovation, creating more revenue for advice practices and lowering the cost of advice. AIOFP CPD: ASIC Competency: Managed Investments FASEA Category: Client Care & Practice 0.17 AFPA24CP2021071 FPA CPD: ASIC Knowledge Requirements: 0.25 Financial […]
In this session, Phil Pilgrim – General Manager of Partnerships and Distribution at Implemented Portfolios will explore the evolution of investment management, why he thinks individually managed accounts are the future and how advisers can utilize them to take their managed accounts to the next […]
Advisers are aspiring to extend reporting capabilities across a wider range of assets, specifically under custody and/or individual HIN. The challenge is whether platforms have the technology to manage all client types and assets in one solution, at a cost that is consumable. In this […]
The fractional investment model opens the door to diversified investment in a broad range of directly held assets, putting choice and control into the hands of advisers and their clients whilst maintaining the highest level of compliance and due diligence. It enables retail investors to […]
Service Innovation Annual client agreements will force financial planners to change their business practice forever. Advisers who can demonstrate their value proposition, particularly in client review meetings will survive the next market correction. Those who cannot, will see an increase of clients choosing to opt […]
Channel Innovation | Customer Trends Join Rocky Scopelliti, a world-renowned futurologist, as we explore the collision of eight megatrends that collectively will define Australia politically, economically, environmentally, regionally, socially, trustworthily, knowledgeably, scientifically and technologically over the coming decade. Gain insights into market trends and develop […]
