Digital advice guide now available

17-Oct-2017

By Megan Tran

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Robo-advice specialist Ignition Wealth has launched its “12 Step Guide To Digital Advice Success” to help advisers better understand and embrace the future of the industry.

Ignition Wealth head of sales and marketing Richard Liverpool said the guide would demythologise the world of robo-advice business.

Speaking to financialobserver, Liverpool said the idea came from answering advisers' questions about digital financial advice for two years, which had given the firm a backstage insight into the information advisers needed.

“There is so much misinformation in the public domain that advisers are extremely pleased to have a source of truth from a reputable organisation such as Ignition Wealth,” he said.

“We see a lot of confusion about what 'robo' is and what it isn't, how it will integrate with an adviser's practice as it is today, and what the benefits are for the advisers and their clients.”

Throughout October and November, subscribers to Ignition Wealth will receive free educational material through the newsletter.

Some topics the guide will cover include how technology offers a scalable sustainable way to advise clients, how to set the benchmark for data security and a 10-point self-managed super fund (SMSF) success plan.

Liverpool said education was an important part of the company’s offering, with the website providing educational content ranging from how to improve your Xplan use to SMSF webinars.

According to Ignition Wealth, the guide focused on how advisers could build their businesses with digital advice.

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