A new approach to advice tech

Episode 2: Tackling tech

Kylie sits down with Iress Xplan expert Courtney Youngblutt to discover the features and efficiency gains that can help keep Kylie's business intact.

Advisely-Team

3 months ago

1KViews

2likes

1Comment

How PE consolidation really impacts advice tech

Given the unprecedented pace of M&A activity in advice, it's worth balancing expectations with reality – especially where tech integrations are concerned.

Peter.Worn

22 days ago

131Views

2likes

0Comments

Advice Compliance

What is the Advice Compliance "hub"? Why would I use it and when?

ian.rogers

8 months ago

119Views

3likes

5Comments

Thinking of self-licensing? Avoid these tech traps

If you're considering the self-licensed route, ignore tech at your peril.

Peter.Worn

7 months ago

450Views