A new approach to advice tech

How do you approach your self-employed clients?

In our latest post we commented that, according to our CATScan client satisfaction database, self-employed clients were generally less satisfied with their adviser when compared to the satisfaction l...

Terry-Bell

4 months ago

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A qualified endorsement of qualified advice

FAAA CEO Sarah Abood believes qualified advisers have a role to play in rebuilding the industry – assuming clear guardrails can be put in place.

Advisely-Team

3 months ago

424Views

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Supercharge your advice performance

Welcome to Advisely, Iress's insights and discussion platform focused on advice efficiency.

Advisely-Team

8 months ago

739Views

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Why your tech stack may be overdue for an audit

Top-performing advice firms get more done with fewer technology platforms. Is it time you reviewed your tech stack?

Advisely-Team

4 months ago

266Views

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Blog Post

A new approach to advice tech

Why are we dedicating all our tech spend to processes the client will never see? In this video, Finura joint managing director Peter Worn explains why the Australian financial services sector needs to adapt to changing customer expectations about technology.

Related Content

How do you approach your self-employed clients?

A qualified endorsement of qualified advice

Supercharge your advice performance

Why your tech stack may be overdue for an audit