Loan vs Gift? – the right way to help out your kids

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We all know that life’s pretty expensive living in Australia these days – especially if you have a hankering for buying residential real estate in a capital city. Plus, if... Read more continue reading

Fintech – Disruptor or saviour?

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The excitement over financial technology (fintech) innovation has escaped few in the investment community of late. Fintech venture capital (VC) investment reached approximately USD 19 billion (bn) in 2015, up... Read more continue reading

Video: AdviserVoice/Zurich FinTech Lab – Episode 13, ‘Zlife’ from Zurich Financial Services

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Welcome to the thirteenth 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... Read more continue reading

GPS Wealth’s Moneybowl for Accountants – a comprehensive limited advice solution

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Leading independently-owned dealer group GPS Wealth has launched a complete software package for accounting firms including a cloud-based version of its popular Statement of Advice (SOA) tool and a range... Read more continue reading

Rate your wealth: a reality check

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While many people may appear to be wealthy, in reality their financial situation can be quite tenuous – it is important to take steps to build enduring wealth, warns Michael... Read more continue reading

Australian SMEs confidently face digital jungle

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Being social media savvy and digitally driven are key to connecting with customers and driving business growth, according to research released today by Suncorp. The Suncorp “Cost of Being Connected... Read more continue reading

Adviser demand propels XTB model portfolio expansion

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The launch this month of two additional XTB (Exchange Traded Bond unit) model portfolios is set to provide financial advisers and their clients with further opportunities to incorporate exposure to... Read more continue reading

HUB24 partners with Beacon for new white label initiative

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Beacon Financial Group has chosen HUB24 to roll out a customised platform and managed portfolio offering using their award winning technology. Beacon has more than 200 authorised representatives nationally who... Read more continue reading

Stratus Financial Group wins Fortnum ‘2016 Principal Practice of the Year’ Award

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Stratus Financial Group is the winner of the prestigious ‘2016 Principal Practice of the Year’, presented at the Fortnum Financial Advisers Awards held recently. The Fortnum Financial Advisers ‘Principal Practice... Read more continue reading

WSSA Financial Wellness Index : Australians are not well

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The Workplace Super Specialists Australia (WSSA) Financial Wellness Index has found almost two in five Australian workers are in dire need of improving their financial wellbeing, with only one in... Read more continue reading