How data, technology and trust will shape innovation and your role as a financial adviser

How data, technology and trust will shape innovation and your role as a financial adviser

As part of our Technology and Innovation Series, watch the leading tech experts and innovators including Dr Charlotte Marra, Daniel Teper (KPMG), and Rocky Scopelliti explore how innovation, data and tech will impact the advice industry.


Research
31st Jan

Megatrends to consider when building a value proposition for the future

Futurist and author of ‘Australia 2030! Where the bloody hell are we?’ Rocky Scopelliti outlines four key megatrends you need to consider when building an attractive value proposition for clients.

Megatrends to consider when building a value proposition for the future

Futurist and author of ‘Australia 2030! Where the bloody hell are we?’ Rocky Scopelliti outlines four key megatrends you need to consider when building an attractive value proposition for clients.

Case Study
31st Jan

The future of technology and data in enabling advice

How can the digitisation of advice practices, access to quality data and collaboration help more Australians access financial advice?

The future of technology and data in enabling advice

How can the digitisation of advice practices, access to quality data and collaboration help more Australians access financial advice?

Article
31st Jan

Fortnum backs data as game-changer in advice

Financial advice is a service valued by many Australians, and while many more are interested in seeking advice, it is currently not accessible to all.

Fortnum backs data as game-changer in advice

Financial advice is a service valued by many Australians, and while many more are interested in seeking advice, it is currently not accessible to all.

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