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Showing 1 - 10 of 106 results for %22Adviser Technology Needs Report%22

Experts issue warning over AI washing

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
Artificial intelligence (AI) is perhaps the most transformative technology since the advent of the internet, poised to herald an unprecedented digital economic revolution. To appear at the precipice of the movement, some are employing deceptive tactics ...

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
... offering. "We've listened to the needs of advisers and licensees in recent months and have developed a robust process and technology systems to support our new research offering that we are confident will appeal to a wide audience," he said. Meantime ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... offers with minimal unintended or costly insurance or tax consequences." Meanwhile, Vanguard Australia head of financial adviser services Balaji Gopal said the ability to offer Vanguard's Diversified Managed Account Strategies through HUB24's new Discover ...

Clime IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... "significant progress" in transforming into a private wealth business, highlighting that it's identified the operational and technology infrastructure best suited to clients. "A major part of the investment in new systems will be completed by end of ...

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
... executive Alex Vynokur commented. Additionally, Vynokur flagged that the company is "actively exploring" the development of adviser-specific features, including a referral program to link investors with more complex needs to advisers, which "will be ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... said $2800. The median answer was just $1000. Wamsteker said platform providers need to continue to update and improve technology solutions, to provide advisers with the tools that clients value. "An integrated digital experience, automated tax and performance ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... development managers. Described by Mota as "a very specific business model to deal with very specific advice needs and adviser needs", Insignia will own the majority of ASC at the outset, with its stake to reduce over time as advisers are offered equity ...

Industry grapples with looming cyber threats

CHLOE WALKER  |  THURSDAY, 27 JUL 2023
... believed their organisation had sufficient resources to monitor and respond to its cybersecurity needs. MinterEllison technology and data partner Paul Kallenbach says the last 12 months have seen a significant increase in the sophistication and frequency ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... Trends. As a result, advisers are increasingly seeking greater efficiencies in technology, the 2023 Adviser technology needs report shows, and are willing to pay a premium to access such software. The average number of clients serviced by any single ...

Regulation, funding inhibits digital advice: Report

KARREN VERGARA  |  MONDAY, 22 MAY 2023
... financial advisers (44%) offer a hybrid or flexible implementation model, and there is opportunity for advisers to leverage technology to generate better outcomes for customers across engagement and implementation. "Understanding the full spectrum of ...
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