Atradius joins Fintech wave with new digital platform

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Credit insurance provider Atradius has announced the launch of its new digital platform called Atrium, an innovative tool which provides customers and distribution partners with real-time data to better understand... Read more continue reading

Advisers rise to meet challenges despite the rising cost of being in business

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Financial advisers are demonstrating a commendable commitment to their profession in the face of considerable commercial pressure, according to Synchron Director, John Prossor. “It is a testament to the commitment... Read more continue reading

Global Credit Investments raises $22.5m to finance OnDeck Australia’s small business loan book

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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.... Read more continue reading

Innovation fuels Infocus Software Updates

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With 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... Read more continue reading

Information security in the advice industry – busting the many myths

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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... Read more continue reading

Crowd sourced equity funding – a quick primer

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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,... Read more continue reading

Calling all aspiring female financial advisers: Female Excellence in Advice Award nominations open until July

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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... Read more continue reading

YTML: More openness required to progress advice industry

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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... Read more continue reading

For advisers, it’s not what you say but the way you say it

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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... Read more continue reading

myprosperity and BGL announce integration to provide real time access to a client’s entire financial world

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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,... Read more continue reading