What Does Financial Advice Look Like Now?
Despite the operating environment right now, financial advisers have never been more in need, perfectly relevant to the intersection that is currently happening between life and money.
Hosting a HUB24 webinar titled ‘What does advice look like now?’, XY Adviser’s Managing Director Clayton Daniel said it was absolutely advisers’ time to shine.
Related Insights
Productivity remains one of the biggest pressure points in advice, constrained by fragmented systems, manual processes and regulatory complexity, which limit the industry’s ability to scale and meet demand.
At the Ensombl ALPD Day held in Brisbane in May 2026, HUB24 participated in an interactive session with the Finura Group where advisers responded to a poll question on their top three pain paints in the advice process – all discussed in this article.
Productivity remains one of the biggest pressure points in advice, constrained by fragmented systems, manual processes and regulatory complexity, which limit the industry’s ability to scale and meet demand.
At the Ensombl ALPD Day held in Brisbane in May 2026, HUB24 participated in an interactive session with the Finura Group where advisers responded to a poll question on their top three pain paints in the advice process – all discussed in this article.
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* Insights: As the transfer of wealth accelerates, private wealth advisers who deliver advice to HNW clients, must…
By Anne Hamieh* Insights: As the transfer of wealth accelerates, private wealth advisers who deliver advice to HNW clients, must…