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How to use data to slash advice costs

Daily online news, analysis, feature articles, reports and business strategy geared to helping Australia s financial planners and advisers drive business growth

Matt eslerPadua solutionsAdviser innovation summitPadua solution

AI poised to revolutionise Australia s financial advisory industry; won t replace humans

The financial advisory industry is facing a new challenge with the rise of artificial intelligence (AI) but experts believe AI will ultimately be a force.

New south walesRoss dawsonJacqui hendersonMatt eslerPadua solutionsCharles schwabFinancial advice association australiaAdvanced human technologiesPlanning standards boardDante de gori

Financial plans remain relevant when SOAs are removed

Advisers may not be required to provide lengthy SOAs to clients in the future but financial plans must still be prioritised, says this fintech executive.

Matthew eslerPadua solutionsAdvice review

I d rather sit down with a female financial planner

I d rather sit down with a female financial planner
afr.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from afr.com Daily Mail and Mail on Sunday newspapers.

Sarah aboodAnne marie eslerDominic lorrimerFidelity investmentsPadua solutionsFinancial advice association australiaMarie eslerFinancial advice association

Ben Walsh, Author at Professional Planner

Ben Walsh, Author at Professional Planner
professionalplanner.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionalplanner.com.au Daily Mail and Mail on Sunday newspapers.

Ben walshJp morganPadua solutions

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