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Showing 1 - 2 of 2 results for "Travis Carter"

Scaling practices depends on AI: FAAA

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
... clients' budget and expenses, and it will spit out a cash-flow analysis in less than five minutes. Retrac director Travis Carter, who co-hosted the session, said not only does it save time, but it provides a level of service to clients who may have ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... AI, but a large percentage of these apps are not commissioned by the organisation, according to Retrac director Travis Carter, who helps advisers with technology solutions. Carter told the Financial Advice Association Australia (FAAA) Congress on day ...
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