Is outsourcing the answer? It depends on the question.

As the advice industry continues to evolve and find ways to reduce costs and free up time, outsourcing is often held up as a widely accepted mechanism to achieve both. That's only true in some circumstances.  Outsourcing has come a...

Technology and advice – innovation waits for nobody

There is a consensus in the financial planning industry that paraplanners will be made redundant by technology. While technology will have an undeniable impact on the paraplanning industry, the future for paraplanning is not as apocalyptic as it appears. We...

The financial planning industry on the cusp of a ‘Shazam’ moment

The financial planning industry is on cusp of a technological change, but it's going to be slow. Like the pre-2000 consumer world of VCRs, unbreakable Nokia phones and slow internet speeds, the financial planning industry is solving the problems in...