5 November 2025
Artificial Intelligence (AI) and in particular Generative AI (GenAI) in financial advice has moved from a ‘promising experiment’ to a daily productivity…
Andrew Braun General Manager - Marketing at Netwealth Investments Limited
17 June 2025
When it comes to building and maintaining strong perceptions of your value, you can’t leave communication to…
4 June 2025
Catering to your clients according to their demographic or life stage is a good starting point, but it’s no longer enough to establish loyalty.…
27 November 2024
Most successful journeys start with a plan. A journey to digital maturity is no different, it needs a well-defined plan that is based on sound judgement and…
13 November 2024
Digital transformation is a challenge for many advice firms, but some businesses do it better.…
3 April 2024
There is a clear appetite for advisers to act as educators, but needs vary according to client segment, financial literacy and personal preferences. Firms…
20 March 2024
Segmenting can provide additional insight for firms trying to define what is important to their clients. Here, we dive into three key segments identified in…
7 November 2023
Advanced technology platforms, AI and big data are converging and are ready to transform the advice industry. Everything from portfolio construction to the…
10 October 2023
Machines and humans have worked together for centuries and the new breed of supercomputers and AI are set to supercharge advice firms – staff productivity,…
30 March 2023
From ethical investing to insurance and budgeting advice, there’s plenty of room for advisers to make a difference when building out an offering for this key…
