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Showing 1 - 10 of 13 results for "AdviceTech"

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
... companies can "supercharge" the value of a business. It provided a comprehensive comparison between average firms and AdviceTech Stars (firms that are more technologically advanced) and found that the latter engaged with more third-party support in a ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... business processes, but investment automation remains limited as they look to maintain control over decision-making. The AdviceTech 2025 Turning Data Into Growth report, based on over 300 financial advice firms, highlights that these firms are continually ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... has largely been helping advisers improve efficiencies during client meetings and back-office processing, this year's AdviceTech Buyer's Guide shows, as the number of advisers adopting it grew 11% from 2023. Fifty-eight percent of advice firms use AI ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... well as Salesforce-based adviser practice management offering, WealthConnect. "Our goal is to provide cutting-edge AdviceTech that helps eliminate the advice gap being experienced globally by significantly reducing the cost of advice. In doing so, we ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... technologies that are experiencing high year-on-year growth and adoption by financial advice firms. Netwealth's 2022 AdviceTech Report identified niche technologies and those growing in popularity by AdviceTech Stars and firms overall. It explained that ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... unwilling to increase their budget to improve the clients' digital experience, new research finds. The 2021 Netwealth AdviceTech Report found advisers spent 7.9% on their tech outlay as a percentage of revenue two years ago but spent less in 2021 ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... digital wealth businesses," Netwealth joint managing director Matt Heine said. The app came after the 2021 Netwealth AdviceTech Report which found two in five advisers that use client portals benefited from improved client engagement and client satisfaction. ...

Netwealth takes stake in Aussie fintech

ANNABELLE DICKSON  |  THURSDAY, 17 SEP 2020
... sense for the partnership. "Importantly, we share a similar philosophy on the importance of customer data and the role AdviceTech plays in lowering the cost to service clients and improve the overall client experience," he said.

Sargon runs out of steam

KANIKA SOOD, JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2020
... past few years. In 2018 alone, it bought Madison Financial Group in April, trustee business Diversa in September and advicetech Decimal later than month. Its ambitions continued into the next year, when Sargon announced it would launch a small APRA fund ...

Scaled advice tools on the rise

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
... advice firms plan to adopt scaled advice technology within the next two years. This is a key finding of the latest AdviceTech report from Netwealth, examining 330 advice firms. According to the report, 47.3% of the firms examined by Netwealth plan to ...
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