What do Clients want from their Financial Adviser?
Clients who have been exposed to digital experiences are looking for better engagement with the advice documents provided by their financial adviser.
Clients who have been exposed to digital experiences are looking for better engagement with the advice documents provided by their financial adviser.
A wonderful evening of networking and learning was hosted by FINSIA’s Young Finance Professionals (YFP).
ChatGPT is likely to influence the way in which financial advice is delivered, but there are alternatives likely to deliver better outcomes.
Australia is changing the way financial advice is delivered and there is likely to be a flow-on effect to New Zealand
With increasing cyber security risks, financial advisers are moving to the use of Client Portals and not sending sensitive information through email.