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Showing 1 - 8 of 8 results for "AdviceTech"

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 ...

Netwealth releases adviser toolkit

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... workshop with actionable innovations. Netwealth will launch more tools for advisers addressing disruption, developing its AdviceTech roadmap, articulating values and reducing internal inefficiencies.

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... itself at risk of being left behind if it doesn't catch up to the rest of the world. Findings from netwealth's recent AdviceTech report show advisers identified robo-advice, managed accounts and scaled advice as the top three technologies that will have ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... business profitability (54%). Despite the expectation of greater efficiencies afforded through technology, the inaugural AdviceTech Research Report identifies certain back office technologies have had low adoption rates with some showing no indication ...
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