UncommonCents Episode 94: Advice Tech 2025 - Data, Trust & Transformation in Financial Services

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UncommonCents

Dean Holmes & Craig Kouimanis

96 episodes

3 days ago

Craig Kouimanis - Head of Paragem Dean Holmes - TWN Partners The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities. This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.

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UncommonCents Episode 94: Advice Tech 2025 - Data, Trust & Transformation in Financial Services

UncommonCents

29 minutes 10 seconds

3 weeks ago

UncommonCents Episode 94: Advice Tech 2025 - Data, Trust & Transformation in Financial Services

Craig Koumanis and Dean Holmes unpack the latest Netwealth Advice Tech report exploring the six key trends shaping financial advice: data- driven personalisation, automation, AI adoption, cybersecurity and more.

Discover how advisors can leverage tech like Microsoft Copilot and connected data systems to enhance client outcomes and drive smarter decisions.