Human vs Automation – Finding the Right Balance in Modern Advice Firms
Automation and AI have become some of the most talked-about topics in the advice industry. Firms are under constant pres …
Intelligent Automation in Advice Firms – The Best Processes to Automate First
For many advice firms, the pressure to do more with less has never been greater. Rising client expectations, increasing …
Finding Energy, Connection and Opportunity: Mark Fisher's First Weeks at VBP
When Mark Fisher joined VBP as Chief Executive Officer on 1 June, he arrived ready to hit the ground running. Having spe …
Solving Recruitment Challenges in AU Accounting with AI & Offshoring
As Australia’s accounting firms continue to grapple with skills shortages, the ripple effects are being felt across the …
We know about the widening advice gap, but beware of the widening tech gap
Hiring, onboarding and training talent is part of running a business and managing a team. Business owners accept that th …
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Melbourne Advice Firm Launches AI-Powered Automation in Collaboration with VBP
Melbourne-based financial advisory firm Yarra Lane has partnered with Vital Business Partners (VBP) to offer a robotic p …
Stop Sharing Passwords and Streamline Your Software: Smarter Cybersecurity for Advice Practices
Cybersecurity doesn’t have to be complicated, but it does require intention. At the recent Professional Planner Licensee …
How Combining RPA and AI Can Digitally Transform a Financial Planning Business
Financial planning is a complex and dynamic process that involves collecting, analysing, forecasting, and reporting fina …
The Role of AI in Financial Planning: Insights From the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions …
5 Key Trends in the Accounting Industry in 2023
Having worked in the accounting industry for well over 20 years, I’ve always found it beneficial to have a focus on emer …
