How smaller firms can bridge the advice gap with tech

Given that only 10% of Australians see a financial adviser, there's still a significant opportunity to close Australia's advice gap. And with the right technology, smaller firms can play just as important a role here as the larger institutions.

 

peterworn

Advisely Partner

Joined November 05, 2023

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Business Strategy

There's a lot that goes into advice that the client never sees. We do.