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  • Tahn Sharpe

Adviser tech spend set to surge as reporting, and client portal needs grow

Advisers now spend a staggering amount on technology in an effort to keep up with efficiency needs and client expectations. Security is still front of mind, but integration is the buzzword for 2024.

Tahn Sharpe | 11th Jul 2024 | More
Adviser-to-client ratios reach upper limit, with tech marked as the saviour

There are now an average of 120 clients per adviser in Australia – a number not seen since 2013. While the declining adviser cohort is a factor, so is the improved experience of advisers with technology according to researcher Investment Trends.

Tahn Sharpe | 27th Jul 2023 | More
‘Context is everything’: What ChatGPT can do for advice, and what it really can’t

AI language generators like ChatGPT pose about as much threat to advice as robo does, which is to say not much. But much like robo, ChatGPT and its contemporaries might just provide advisers with an efficiency tool that can help build scale and better service clients.

Tahn Sharpe | 9th Mar 2023 | More