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Insights 11 Jan 2017
Why the automated advice industry can’t leave goals behind
The rise of automated advice and new technology is changing the face of financial planning. However, there’s a problem. Many automated advice providers are simply replicating the increasingly outdated traditional advice process, which places an investor’s risk tolerance at its apex and delivers product-led solutions.
Insights 14 Oct 2016
Objectives-based advice: revolution or fad?
A shift is underway, moving client objectives to the forefront of the advice process rather than building advice on compliance-driven measures, aimed at minimising internal business risk.
Insights 15 Jun 2016
Working smarter, not harder with mFunds
Bell Direct CEO Arnie Selvarajah discuss why advisers are turning to mFunds.