Our team at AdviceConnect hasn’t stopped giggling from this great Dilbert cartoon today! We spend our time trying to convince financial institutions about great new ways to engage customers, but still they go down the tried and true route. So we end up feeling like Dilbert a lot – not to mention our tech team [...]
As part of our process of engaging more with Advice Practices, we have been getting to know the folks at the FPA (Financial Planning Association of Australia) a whole lot better. They had a need to get a new Micro-site up for their annual conference this year – and thats where we were happy to [...]
I have seen a couple of articles this week about AustralianSuper’s new panel of advisers from the retail advice world. Adviser groups Godfrey Pembroke, Matrix Planning Solutions, Dixon Advisory, Woods & Partners, Paul Moran and Switzer Financial Planning formed part of an advice model trial with AustralianSuper. While this is all very exciting and has raised much discussion [...]
Milana Pokrajac from Money Management published a great article today discussing how slowly the industry is moving to take up low cost advice alternatives like phone and web based solutions. The article starts… Despite evidence showing increasing consumer demand for Internet and phone-based simple financial advice outside of super, the industry seems to be moving [...]
