Adviser Technology Needs News Today

AMP has revitalised its Jigsaw Advice Solutions business to provide expanded add-on services to self-licensed financial advisers, ranging from AFSL setup to revenue management.

Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy to drive productivity and scale their business.

AI systems like ChatGPT and the Quality of Advice Review have dominated discourse in the advice profession, so it’s no surprise it will lead the insights Investment Trends aims to gather in its latest tech needs survey.

One in four advisers expect to leave the industry within the next five years as the cost of providing advice continues to rise, according to a new report.

One in four advisers expect to leave the industry within the next five years as the cost of providing advice continues to rise, according to a new report. Research firm Investment Trends has released

The findings of a new study have been released. One in four financial advisers expect to leave the industry within the next five years, a new study has revealed. The finding was reported in Investmen

The use of multiple platforms has reached a 10-year record high average of three, with advisers increasing the proportion of new business directed to their secondary platform at the expense of their main platform.

In a hotly contested platform space, competition for adviser relationships is fierce, according to part two of Investment Trends latest Adviser Technology Needs Report.

Financial advisers are calling for stronger support services, according to new research. The average number of platforms used by advisers has reached a 10-year high, but there is still work to be d

Financial advisers plan to increase their practices annual spend on technology by $70,000 as affordability and compliance issues drive adoption.