home
Insights Technology Megatrends Shaping the Future of Financial Planning & AdviceMegatrends Shaping the Future of Financial Planning & Advice
As part of our Technology and Innovation Series, watch Futurist and author of ‘Australia 2030! Where the bloody hell are we?’ Rocky Scopelliti outline the four key megatrends you need to consider when building an attractive value proposition for clients.
Earn CPD points by taking the accreditation quiz in our Professional Development Centre
Related Insights
Insights
4th
Mar
4 Mar 2025
By Anne Hamieh* Digital transformation is changing the digital habits and expectations of HNW clients, and private wealth advisers are
By Anne Hamieh* Digital transformation is changing the digital habits and expectations of HNW clients, and private wealth advisers are
24th
May
24 May 2024
Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on
Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on
24th
May
24 May 2024
Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling
Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling