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Financial Planning Innovation

Financial Planning Innovation

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Financial Planning Innovation
Financial Planning Innovation

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The future of advice – rise of the robots
Articles

The future of advice – rise of the robots

ByStephen Manning April 30, 2021July 30, 2021

The real future of financial advice – Rise of the Robots I attended an Amazon conference where the key note speaker declared (somewhat tongue in cheek) that “in the future all companies will be IT companies”. He pointed to Uber and Airbnb who are not much more than a computer program and the market capitalization…

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The return of Frankenstein
Articles

The return of Frankenstein

ByStephen Manning April 7, 2021July 30, 2021

The burden of compliance together with the removal of conflicted selling has seen many dealerships look to tech for the efficiency needed to remain profitable. Should they develop their own tech stack or rely on an existing provider (or both)? Is it time for a new system built from scratch? Build your own “Frankenstein” The…

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Working from home – or on your swing?
Articles

Working from home – or on your swing?

Bymightysteve January 22, 2021July 30, 2021

There is a theory that 20% of employees do 80% of the work. We all know the super-efficient workaholics who prefer not to delegate. What about the 80% doing 20% of the work and at home? Are they working on their golf swing? Research conducted by Croner (UK employment law specialists), found UK employees spend,…

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  • Home
  • Digital assistant
  • Self-managed
    • Glossary
    • Create wealth within super
    • Create wealth outside super
    • Protect wealth
    • Lifestyle
    • My plan
    • Find the right product
    • Comply-eye
  • Advisers
    • Glossary
    • Create wealth within super
    • Create wealth outside super
    • Protect wealth
    • Lifestyle
    • Compliance
    • Fact find / Health check
  • Super Funds
    • Glossary
    • Create wealth within super fund
    • Create wealth outside super
    • Protect wealth
    • Lifestyle
    • Health check for members
  • Blog
  • Newsletter
  • About
  • Contact