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Quality of Advice Review: A Response Through the Lens of the Modern Adviser

Due to the current state of regulation which has imposed layers of barriers that sit between advice providers and consumers, there's an enormous horizon of opportunity ahead for this industry. Following Michelle Levy’s Proposal for the Quality Advice Review, I am optimistic that we may be steps closer to delivering affordable digital advice in a way that’s aligned with the way people consume products and services in our modern, smartphone age. 

The Best Technology For Financial Advisers: Goals Based Advice Is Your Secret Weapon

'A goal is a dream written down’, and 'a goal without a plan is only a dream’ - so the inspirational sayings go. Though dreams may form the basis of goals, these are negligible without discipline and guidance, especially when it comes to turning a client’s dreams into goals and setting out a robust plan to help achieve them.

What Adviser Technology Can You Implement Today To Make Your Financial Advice More Valuable

In our modern world, technology serves not only as a tool by which we navigate our day-to-day tasks but as an integral instrument of our culture, societal and behavioural norms. 

The New World of Financial Advice: Predictions for FY23 | a.i.

As we re-enter the world of office meetings and overseas travel, we are simultaneously experiencing a post-pandemic evolution, resulting in a ramping up of the global pace of digital adoption. 

Cyber Security in Finance: A Financial Adviser's Guide of Modern Practices

Maintaining trust in financial services is business-critical for both attracting and retaining clients. It is essential to implement measures to preserve the confidentiality of client data within your advice technology and ensure internal governance is at the forefront of every licensee and advice business.

Sustainable Investing: Everything Financial Planners Should Know

Humanity exists in a globally interconnected world. This reigns true from both a social and business standpoint, but even more so when recognising humanity as an integral part of our natural environment - we are mutually dependent on one another.