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Showing 1 - 5 of 5 results for "AdviceTech Report"

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
... 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 at 7.3%. One ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... 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. ...

Scaled advice tools on the rise

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
... 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 adopt ...

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... 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 the biggest ...
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