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Developing a sustainable financial planning offering

05 October 2015

Gone are the days when it was alright to sell the consumer an off-the-shelf financial product. These days consumers are increasingly looking for more transparency. They want to understand why the product is relevant to them, and how it will help them achieve their long-term goals.

A new breed of client in the future space of advice

28 September 2015

Financial advice will be your best product ever in the future, and the best thing is that you can decide what this product looks like. This was the sentiment that opened the 2015 Financial Planning Institute’s (FPI) Retirement conference.

Embracing the world of exponential thinking

14 September 2015

A lot has been said and written about the new world that we are living in and how this is influencing the financial services industry.

The rise of the robo adviser

09 September 2015

The whole basis of the Terminator movie franchise is that the world is heading towards a future which is being taken over by technology, and that the world is wholly unprepared for this reality.

quick poll

Question

How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

Answer

Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

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