Astute Wheel News Today

New data has highlighted several technologies that are experiencing high year-on-year growth and adoption by financial advice firms.

Ifa is bringing back the much-awaited summit in Melbourne this Wednesday 1 June. The 2022 Adviser Innovation Summit is returning this week and is jam-packed with sessions on the latest trends in fint

Mentoring a university graduate through their Professional Year may seem a daunting task for an adviser, writes Hans Egger, but there are some very good reasons to do it.

Investor Daily is bringing back the highly anticipated Adviser Innovation Summit. The Adviser Innovation Summit is back for 2022 with the aim to bring advisers up to speed on the latest trends in fin

Independent Financial Adviser is bringing back the highly anticipated Adviser Innovation Summit. The Adviser Innovation Summit is back for 2022 with the aim to bring advisers up to speed on the late

The use of financial technology is imperative for advisers to have a client-centric focus during meetings and create an engine for business growth, according to Astute Wheel.

A one-page overview would be better at engaging clients with advice and to demonstrate how the advice is helping clients achieve peace of mind.

Investment Trends analyst, Ian Webster, said that while local advice technology developers were focused on lifting practice efficiency and anticipating future changes in advice delivery models, there was emerging competition from applications likes the Salesforce-based Wealth Connect and Intelliflo’s Intelligent Office from the UK. “It is a trend that is likely to grow,” he said. “Now more than ever, advice firms have access to an array of globally available, low-cost digital services t...