The Netwealth 2020 AdviceTech Research Report investigates how the most effective adopters of AdviceTech, known as AdviceTech Stars, use technology that brings tangible benefits to themselves and their clients.
In this presentation, Netwealth's Matt Heine leads a roundtable discussion with three AdviceTech Stars, Vincent O’Neill from Stanford Brown, Dan Rake from Freedom Finance Australia and Shane Nicholas from Innate Wealth, who share how to plan, choose and deploy AdviceTech in their business
