Megatrends Shaping the Future of Financial Planning & Advice
As part of our Technology and Innovation Series, watch Futurist and author of ‘Australia 2030! Where the bloody hell are we?’ Rocky Scopelliti outline the four key megatrends you need to consider when building an attractive value proposition for clients.
Earn CPD points by taking the accreditation quiz in our Professional Development Centre
Related Insights
Learn how technology that empowers advisers to turn static reports into compelling stories is driving efficiencies and deepening client relationships.
Learn how technology that empowers advisers to turn static reports into compelling stories is driving efficiencies and deepening client relationships.
By Anne Hamieh* Digital transformation is changing the digital habits and expectations of HNW clients, and private wealth advisers are
By Anne Hamieh* Digital transformation is changing the digital habits and expectations of HNW clients, and private wealth advisers are
Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on
Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on