Nikko Asset Management recognised as Best Asia Pacific Equity ETF Manager

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Nikko Asset Management (Nikko AM) has announced it has been voted the Best Asia Pacific Equity ETF Manager for the seventh time in eight years in a survey conducted by... Read more continue reading

The bank of Mum and Dad

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It’s a recent addition to the lexicon, but this phrase has become widely used and is one that a growing number of Australians can relate to. In this article, Centuria... Read more continue reading

ActiveLEAD.net launches client retention service for financial planners

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ActiveLEAD.net has introduced it’s ActiveLEAD service which assists client retention of financial planners when existing clients are making important decisions about their properties. ActiveLEAD will simply notify planners when any... Read more continue reading

Are chatbots providing financial services?

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Many financial services businesses now use technology, such as algorithms and chatbots, to help attract and service their customers. While some organisations may create their own chatbot software, most use... Read more continue reading

Estate Planning – the responsibilities and the opportunities

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This brief article makes the case for accountants and financial planners to be more actively involved in their clients estate planning. Introduction If there’s one thing that’s certain about the... Read more continue reading

Tide is rising for accountants…but new thinking & alliances can future proof businesses

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Although the tide is rising rapidly for accountants, there is still time to restructure practices and develop new revenue streams and service offerings through professional alliances – and in doing... Read more continue reading

Financial services industry over confident and ill prepared when it comes to cyber security

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A survey of the financial services industry conducted by Kamino Cyber Security in October 2017 has revealed that most financial advisers, accountants and superannuation funds are not adequately prepared when... Read more continue reading

Online hub launched for expatriates: Expatme

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An online hub for expatriates to maximise their overseas experience and ensure they capitalise on investments while away has been formed. Expatme is an alliance of companies that provide international support... Read more continue reading

AtlasTrend launches ‘Astro’ – Australia’s first voice-activated personal investment assistant

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AtlasTrend, the financial investment platform helping Australians invest in global trends, is launching Australia’s first voice-activated personal investment assistant, Astro, once again challenging traditional institutions and approaches to investing money. One... Read more continue reading

Financy Women’s Index shows improvement as #PressforProgress campaign continues momentum for equality

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Female economic measure finds that Australian women are progressing on jobs, super, pay and education but not on boards. More Australian women are taking advantage of opportunities to progress in... Read more continue reading