Global Credit Investments (GCI) has successfully completed the latest round of financing of OnDeck Australia’s small business loan book by raising $22.5m from Australian high-net worth individuals and family offices. GCI is an Australian-based specialist fixed income and credit investment manager founded by established investors Steven Sher and Gavin Solsky. The financing has been completed […]
continue readingWith their demonstrated commitment to innovation in the financial advice space, Infocus has recently updated its holistic finance practice management software Platformplus with digital signature technology. Following a consultation with Infocus Group Financial Advisers, clients can now download and review advice online, then sign off via their mobile device. This technology is the latest addition […]
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21
Jun
2017
Firewall? What firewall? Busting the myths of information security in the advice industry Don’t make the mistake of thinking that the security of your data and tech is a matter for the tech heads. Because it’s not. True information security can only be achieved if everyone in your organisation is involved. Here are some tips […]
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19
Jun
2017
From 28 September 2017, a new source of capital will become available to unlisted businesses – funding by the ‘crowd’. That’s you and me, mums and dads, and of course, the usual suspects – high net worth and institutional investors, who have previously had these investment opportunities pretty much to themselves. How’s it happened? Essentially, […]
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16
Jun
2017
TAL is calling for nominations and applications for the Female Excellence in Advice (FEIA) Award, a joint initiative by the Association of Financial Advisers (AFA) and TAL. The award celebrates women in financial advice who are making a significant contribution to their profession, their community and their clients. Nominations and applications for the award close […]
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16
Jun
2017
The advice industry will struggle to take the next major step in its evolution unless more innovative solutions are delivered to market. According to YTML CEO Kevin Liao, this will require technology providers to come together, collaborate and solve the operational frustrations that have characterised the advice industry for far too long. “Collaboration starts with […]
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15
Jun
2017
Advisers encounter a wide range of clients and are already, consciously or subconsciously, adapt interview techniques to increase the likelihood of achieving a mutually beneficial outcome. For clients, the outcome means finding a trusted partner who can persuade them to make the behavioural and attitudinal changes that are often necessary for them to achieve their […]
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15
Jun
2017
myprosperity, the market leading financial collaboration platform for accountants and advisers, is proud to announce it has completed integration with BGL’s Simple Fund 360, the market leading cloud SMSF solution, to provide a holistic view of a client’s financial world. myprosperity and BGL Simple Fund 360 clients will now benefit from the ability to see […]
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14
Jun
2017
Strategic alliance between industry leaders to deliver a combined HIN and international equities trading solution to better serve the online broking market. Australia’s fastest-growing online stockbroker, OpenMarkets, and multi-asset class trading and investment specialist, Saxo Capital Markets, yesterday announced a reciprocal partnership to provide each other with technology solutions to build upon their respective market leading […]
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14
Jun
2017
Synchron’s drive to best leverage innovative technology has seen it launch its inaugural event app for advisers. The event app operates as an informational and functional tool which enables advisers to view and register for events, scan attendance details, rate content, communicate via social media and more. Plus, it automatically registers CPD points based on […]
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07
Jun
2017
Earn CPD Points
CPD: Information security in the advice industry - busting the many mythsFirewall? What firewall? Busting the myths of information security in the advice industry Don’t make the mistake of thinking that...
CPD: Rediscovering the “why” - how giving clients what they want can make your practice perfectHas the advent of technology and a preoccupation with compliance caused advisers to lose sight of what clients really want?...
CPD: Crowdfunding - democratising finance through technologyIn April 2015, Business Insider ran a story ‘A crowdfunding revolution is coming to Australia’[1]. That revolution has not only...
CPD: Breaking the barriers - how technology can solve the great Australian advice conundrumFor financial advisers intent on shaping quality practices that will help Australians build better financial futures, the rewards are many...
CPD: Which tech? How to navigate the advice software mazeHaving accepted the need for – and benefits of – embracing technology, the big question many advice firms are now...
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