by Allan Ward | Jul 26, 2018 | Business Strategy, Industry Comment, Technology
There’s a lot of talk about robo-advice and the threat it provides to the financial planning industry, not just in Australia, but worldwide. And along with these articles are the comments from planners ranging from “It won’t happen to me” and...
by Allan Ward | Feb 26, 2018 | Industry Comment, Technology
I’m constantly questioning things and looking for better, more efficient ways to do things. Lately, I’ve been talking with a number of advisers about the life insurance industry – particularly the products – and the lack of innovation in this area. When...
by Allan Ward | May 13, 2016 | Industry Comment, Podcast, Technology
Podcast: Play in new window | DownloadIn today’s episode of the Advisor Marketing Club Podcast we look at robo-advice and financial advisors. There’s a lot of discussion around robo-advice in our industry and many people have written it off as nothing to...