comparemela.com

Latest Breaking News On - Advice efficiency survey - Page 1 : comparemela.com

72% of financial advisers consider integration of AI important for their business, yet 95% feel unprepared

72% of financial advisers consider integration of AI important for their business, yet 95% feel unprepared
ifamagazine.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifamagazine.com Daily Mail and Mail on Sunday newspapers.

Nick eatockAdvice efficiencyModel officeAdvice efficiency survey

Nearly all advisers feel unprepared for AI integration

Nearly all advisers feel unprepared for AI integration
professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.

Nick eatockAdvice efficiencyAdvice efficiency survey

Is advice technology increasing your cost to serve?

Is advice technology increasing your cost to serve? In this article, we discuss the common friction points created by legacy systems and how you can reduce your cost to serve by embracing next-gen

New south walesBusiness healthAdvice efficiencyAdvice efficiency survey

Not going to cut it : Advisers can t restrict themselves to under 100 clients

Without an influx of new talent coming in, the industry will be left with the challenge of boosting client capacity to bridge the advice gap. This means having 80 to 100 clients per adviser will not be sufficient according to Elixir Consulting managing director Sue Viskovic.

New south walesJonathan ayresPaul otivoJane humeAdvice efficiencyProfessional planner licensee summitElixir consultingSue viskovicAdvice efficiency surveyNeil younger

Industry primed for growth, but models will change - Professional Planner

Almost three quarters of advice businesses are confident about future growth prospects, according to research from Iress, but the shape of those businesses is set to change across the board.

Andrew walshBusiness healthAdvice efficiencyAdvice efficiency survey

vimarsana © 2020. All Rights Reserved.