Lonsec award winners bring new thinking to wealth sector

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Lonsec last night announced the winners of the annual Lonsec Awards, which recognise the major innovators and industry leaders who are shaping the future of Australia’s wealth creation sector. Altius... Read more continue reading

FPA’s Dare to Dream Campaign – inspiring Australia to dream! (Part 1)

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As part of the recent 16th Financial Planning Week the FPA have assembled some resources about the importance of financial independence, and the benefits of a financial plan for all... Read more continue reading

How storytelling can help you get more clients. And that’s no fairy tale!

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As a financial planner, you probably think storytelling has provenance in parents tucking their kids into bed. Or perhaps you assume it’s a polite way of describing unethical spin-doctoring. Either... Read more continue reading

YTML: Make technology the solution it can be

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Financial advisers need to ‘get active’ and partner with their technology solutions if they want to engage the 80% of Australians who currently do not get advice, according to leading... Read more continue reading

Business confidence drops but 12 month economic outlook improves

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Confidence among small and medium businesses dropped this quarter, rebalancing from a five year high last quarter to register a net balance score of +38 (previously +44) according to the... Read more continue reading

InvestmentLink provides Midwinter advisers with real-time access to client data

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InvestmentLink, Australia’s largest independent financial data source, have announced Midwinter as the first financial planning software company to use the new RealTime (ILRT) data service. ILRT has been specifically developed for... Read more continue reading

Video: AdviserVoice/Zurich FinTech Lab – Episode 14, ‘Zlife’ from Zurich Financial Services

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Welcome to the fourteenth video in the FinTech Lab series. We give FinTech providers an opportunity to pitch their products, have them tested by a panel of advice professionals and be given... Read more continue reading

Futureproofing your retirement strategy

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There are two career events that can trigger acute anxiety: redundancy and retirement. While redundancy can bring with it some major challenges that shouldn’t be underestimated, these are invariably short... Read more continue reading

Are we there yet? The 4 levels of digital financial advice automation

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In a previous article I wrote about the limitations of the recent ASIC guide on digital automated advice (RG 255) and made comparison with the regulatory control of driverless car technology in the... Read more continue reading

Life commissions and ostriches

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The volume of noise emanating from the vocal group of life advisers who seem to believe they can push back the tide on life commissions caps is a truly remarkable... Read more continue reading