Why we’re FinTreking to Silicon Valley

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Midwinter is attending the Implemented Portfolio Thought Leadership Study Tour in the United States next month and as the departure date fast approaches, Managing Director – Julian Plummer explains why... Read more continue reading

Announcing Preset Super, All-Australian cloud-based SMSF Administration at one third the typical industry fee

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National SMSF Administrator Triple A Super has launched a revolution in Australian SMSF administration which dramatically slashes the cost of running a fund and promises major efficiency and productivity gains for accountants and... Read more continue reading

It’s not just a job it’s your career (Part Three)

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Your job search This is all about mapping out a plan to ensure that you are in the best position to identify opportunities and capitalise on them as you progress... Read more continue reading

Healthy hedge fund industry on display – Hedge Funds Rock & The Australian Hedge Fund Awards announce finalists

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Hedge funds have recovered from the outflows which occurred during the global financial crisis, according to industry stalwart Kim Ivey, now an adviser to hedge fund managers and family offices.... Read more continue reading

WSSA Financial Wellness Index to uncover day-to-day financial reality

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Workplace Super Specialists Australia (WSSA) has partnered with CoreData Research to canvass the views of everyday working Australians on their financial wellness. Launching its Financial Wellness Index at its annual... Read more continue reading

Why robo advice is a furphy (and Pokémon Go is not an Olympic sport)

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Linking the terms ‘robo’ and ‘advice’ together is to me the same as saying Pokémon Go qualifies as an Olympic sport. Some might consider the popular smartphone app a worthy athletic pursuit…but... Read more continue reading

State your opinion to get noticed

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Forming and then delivering an opinion is what professional advisers do for a living. With every client and every engagement opinions are created and expressed.  Virtually every incoming phone call... Read more continue reading

What does it mean to win the ‘Olympics of advice’?

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The hunt is on again for the AFA Adviser and Practice of the Year. Now in its fourteenth year, we’re looking to raise the bar even higher, looking for those... Read more continue reading

Ignition Wealth previews single page financial wellness profile at Class CUP Connect

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Ignition Wealth took the stage at last week’s dynamic Class CUP Connect conference event to unveil the latest development in their world leading digital financial technology. Ignition Wealth presented at... Read more continue reading

Next gen iRate to power financial advice industry

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Lonsec Research has now launched the next generation of its market-leading iRate platform, providing financial advisers with a powerful array of new tools and capabilities to drive their investment analysis.... Read more continue reading