Behavioural finance is increasing in importance. How will the advice industry respond?
Digital Behaviour Education is commercially and strategically relevant. – how younger Australians actually learn, engage and make decisions.
Market Fluidity Has Increased. What are the Ramifications for Practice Owners?
Market fluidity – Practice Sales across the financial advice practice market continues to increase as PE capital inflows and ownership models evolve
Industry Insights – Advice Efficiencies with Kelly O’Brien
R2A recently sat down with Kelly O’Brien from the Entireti Licensee to discuss current trends in practice management. With a background as a Practice Manager in an IFA business, and now a Licensee Practice Manager with Entireti we asked what are her top 5 ‘must haves’ for an advice practice? Generous with her knowledge, she…
Artificial Intelligence applications in Financial Planning
How much impact will technology have in AFSL Services? As we conduct a review of the current AFSL market in Australia and track the pending changes in the evolution of the ‘Dealer Group’ AFSL model, a key consideration is the emergence and influence of Artificial Intelligence (AI). In this article we delve into where the…
Insights from industry leaders. Matthew Brown, Executive General Manager of Advice with Personal Financial Services
Matthew Brown is Executive General Manager of Advice at one of Australia’s leading financial advice licensee groups. We sat down to discuss the evolution of Licensee services and more.