Great returns come from investing time in your people

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Professional advisers have never been under more time pressure than they are today, and of all the things they could be investing time in the one which is easiest to... Read more continue reading

Fear and loathing from Silicon Valley

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An all-pervasive feature of modern life is the speed of technological change, and of our collective capacity to adapt to the multiple impacts of change. It is natural to question... Read more continue reading

Cbus CEO David Atkin named 2017 FEAL Fund Executive of the Year

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Cbus Chief Executive Officer David Atkin has been named the winner of the 2017 Fund Executive Association Limited (FEAL) Fund Executive of the Year award, continuing a legacy of recognising... Read more continue reading

Overwhelming need affinity and expertise – key reasons for mature planners to defer exit says Mentor MD

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At a time when there is an overwhelming and growing need by mature age and senior Australian consumers to address the complexity of financial issues and longevity risks in retirement,... Read more continue reading

Artificial Intelligence is a Mega Trend, but who are the beneficiaries?

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“It’s true that we have the largest retail platform globally, but it doesn’t necessarily mean that we are a retail company. Alibaba is a data company.” Jack Ma, Chairman and... Read more continue reading

Rules of engagement – Learnings from Adviser and Practice of the Year

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How do you eat an elephant? We all know the saying, but you may be surprised to find out just how many advisers fail to apply this lesson to their... Read more continue reading

Digital disruption: technology just small part of greater transformational need

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The pace and poignancy of change has certainly heightened in recent years; spurred on by increasingly innovative ways organisations are applying technology. “One of the biggest mistakes financial service organisations... Read more continue reading

Ignition Wealth launches low cost high compliance SMSF appropriateness tool

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CEO Mark Fordree yesterday announced the launch of the Ignition Wealth SMSF Appropriateness tool, a software technology solution automating the administration of the SMSF appropriateness process. “This is a client-centric solution... Read more continue reading

Individual licencing BOLR & platforms – the future for the financial industry is still filled with challenges

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Whether it be the start of a new financial or calendar year, the issues confronting the financial services industry, especially the advice sector, are all the same and actually increasing... Read more continue reading

CashDeck and MyMoney partner to educate on wealth management

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CashDeck has announced that it has signed an agreement with MyMoney to provide personal wealth management software and financial education to over 1000 of MyMoney’s clients. The partnership will help MyMoney’s... Read more continue reading