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Advisely

Recent Posts

AI in advice: Have your say for a chance to win $500
Industry data tells us 79% of advisers are already using AI - but more than one-third cite inaccurate outputs and limited integration as barriers to getting more value from it*. So, what does AI adoption really look like across Australian wealth businesses, where is it delivering value, and what do advisers need next?…
AMA: I'm Phil Anderson, GM Policy, Advocacy & Standards at FAAA, Ask Me Anything!
Have a burning policy question on DBFO or CSLR? Join me here on Wednesday 31st July from 2pm to 2:30pm. With 12 years of experience in the professional association space working on the development and advocacy of major financial advice policy, I'm here to answer all your questions. Start popping in your questions below…
AMA: I'm Darren Smith and I've just implemented a business succession plan, Ask Me Anything!
Got a burning question? Join me here on Friday 21st June from 11am to 11:30am. Having recently sold my award-winning financial planning practice last year and now working as a business coach at Slipstream Group, I'm here to answer all your business transition questions. Start posting them below and Ask Me Anything! Update:…
Xplan insights from the Advisely client engagement webinar
Industry experts Deborah Kent and Tony Stephens shared some very useful insights in the most recent Advisely webinar. If you haven't seen, check it out here. Deb's practical experience was closely aligned with the Business Health research Tony discussed, which focused on the efficiency benefits of using a single core piece…

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