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Advisers prioritise efficiency and reliability – but are advicetech vendors delivering?
AI systems like ChatGPT and the Quality of Advice Review have dominated discourse in the advice profession, so it’s no surprise it will lead the insights Investment Trends aims to gather in its latest tech needs survey.
Sam alaaeddin
Irene guiamatsia
Adviser business model
Hayne royal commission
Adviser technology needs
Financial services stephen jones
Advice review
Investment trends
Technology needs
Adviser business model survey
Michelle levy
Professional planner
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