Aussies betting on the wrong horse when it comes to their financial futures

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Don’t try to beat the odds – make your own luck Ahead of the expected $800 million-plus to be wagered on Melbourne Cup Day, Australians are being warned about trusting... Read more continue reading

Client Wire joins AdviceInnovation hub

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AdviceInnovation, the online hub providing innovative solutions for Australian financial advice businesses, has welcomed Advice Connect, creators of the advice client communication App, Client Wire, to the group. Advice Connect... Read more continue reading

App, App and away as Wealthtrac launches second financial shareable App for Aussies on the go.

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Platform and wrap provider Wealthtrac yesterday launched a new shareable App for its popular wrap product that will enable Wealthtrac members to monitor their super on their phone or mobile device.... Read more continue reading

Accountants and licensing: which way to go?

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With the transition period for accountants’ licensing ending on 1 July 2016, now is the time for accountants to decide whether or not they need an Australian Financial Services (AFS)... Read more continue reading

Tips to managing underperforming employees

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One of the greatest challenges for managers is dealing with employee underperformance. Limited skill in managing such situations can create angst, frustration and procrastination in managers and can also create... Read more continue reading

OneVue taps into Calastone network

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OneVue is streamlining the delivery of its unit registry service in a move designed to boost efficiency, reduce risks and costs. The investment platform and fund services provider today announced... Read more continue reading

Failure to engage – Consumer confusion the main barrier to financial advice

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Confusion about what a financial planner actually does appears to be the main barrier to seeking financial advice, according to Connecting with Consumers, a new report published by financial services... Read more continue reading

Dalton Nicol Reid wins Best SMA Portfolio 2014 by Lonsec

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Dalton Nicol Reid, boutique Australian investment manager, has been recognised for its work in Separately Managed Accounts (SMAs) at the prestigious 2014 Lonsec Awards. Dalton Nicol Reid’s Australian Equities High Conviction... Read more continue reading

Caboodle launches radical new succession solution for advisers

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Leading financial planning firm Caboodle Financial Services has launched the Caboodle Masters Network – an innovative and compelling succession solution designed to maximise the price principals can achieve for their... Read more continue reading

Australian advisers – apple or samsung? and will they remain loyal? All is revealed!

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Apple remains mobile brand of choice for Australian financial advisers, but many are looking to switch; smartwatches about to take off According to a recent survey, Australian financial advisers continue... Read more continue reading