Challenger and HUB24 join forces for annuities on platform

From

HUB24 (ASX:HUB) and Challenger Limited (CGF:ASX) has announced they are working together to provide Challenger annuities to advisers and clients on the market-leading HUB24 platform. Challenger annuities will be available... Read more continue reading

Raiz chooses Versive’s AI-powered cybersecurity solution to strengthen financial security and compliance

From

Versive, Inc., an award-winning AI-based cybersecurity company based in Seattle, U.S, has announced that Raiz Invest Limited (Raiz), a mobile first micro-investment platform based in Australia, is using the Versive... Read more continue reading

Meet the brains behind Raiz Invest research and insights

From

Raiz Invest Limited, the mobile-first micro investing platform, improving financial confidence for over 164,000 Australians, is strategically using research and insights to continuously garner understanding and awareness of their customer... Read more continue reading

It’s time to ask where is the financial services industry and planning profession going

From

As the federal government, Royal Commission and FASEA continue to reshape the industry and fuel many predictions and much speculation, it’s imperative to take time out to seriously consider the... Read more continue reading

The 3 barriers to adviser business success (and one can be deadly)

From

There are 3 distinct barriers every adviser must manage in their career.  Each of them is a defining point which can see the end of the advisory career….but Barrier 3... Read more continue reading

Philanthropic giving via a Public Ancillary Fund

From

A PuAF is a communal tax exempt philanthropic trust that enables a number of donors to establish and name a ‘sub fund’ under the broader PuAF structure. With a sub... Read more continue reading

MYOB survey reveals 1 in 4 small business owners not making any superannuation contributions

From

MYOB’s latest survey has highlighted the burden of superannuation and EOFY tax payments on small business owners. Many struggle to make payments due to cashflow issues and are forced to... Read more continue reading

Sharesight data now available in myprosperity

From

Leading wealth portal myprosperity has announced a partnership with premier share portfolio tracker, Sharesight. Clients who use Sharesight to track their investments will now be able to view them from within their myprosperity wealth portal. The direct... Read more continue reading

Link Group delivers blueprint for personalised digital advice

From

Link Group (ASX: LNK) yesterday launched its latest digital advice product, Super Blueprint 3.0, to give more Australians access to easy and affordable quality financial advice. Super Blueprint 3.0 provides... Read more continue reading

FASEA releases draft Continuing Professional Development guidance

From

The Standards Authority has released guidance around Continuing Professional Development (CPD) for providers, which outlines the proposed learning requirements required to be completed each year. The proposed approach to CPD... Read more continue reading