Capital.com’s Australia CEO Laura Lin named Top 25 Women Leaders In Technology

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Capital.com, the high-growth global fintech for the leveraged trading industry has today announced that its Australian Chief Executive Officer (CEO), Laura Lin, has been named one of the Top 25... Read more continue reading

Invest Blue and Lumiant partner to develop digital advice platform

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National financial advice firm, Invest Blue has entered a strategic partnership with advice and client engagement platform Lumiant to build a cloud-based platform that boosts client engagement, satisfaction and well-being.... Read more continue reading

High growth advisory firms do marketing differently

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High growth advisory firms do many things differently, but in marketing they tend to do something very different to the norm. We can’t ignore that it takes many differences to... Read more continue reading

SuperMate selects ACSISS as Open Banking Partner, to expand and streamline data feeds

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Specialist SMSF administration software provider SuperConcepts has selected ACSISS, by SISS Data Services, as Open Banking partner for their SMSF and Portfolio administration solution, SuperMate. Open Banking is a legislated... Read more continue reading

GBST expands fintech solutions suite with acquisition of WealthConnect

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GBST, a leading global provider of cloud-based Software as a Service (SaaS) wealth management technology, has announced the acquisition of WealthConnect, a digital advisor practice management, customer relationship management (CRM)... Read more continue reading

Managing ethics and referral or outsource partners

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It’s a rare financial advice practice that doesn’t have referral partners that they send business to or receive business from. Using third party outsource providers for non-client facing elements of... Read more continue reading

The time is right – The whys and how’s of compliant video SOAs

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Introduction Disclosure, along with financial advice, financial literacy, and regulation, is one of the four key pillars of financial consumer protection. And in the context of financial advice, there is... Read more continue reading

How HNW individuals are navigating volatile times and positioning for the future

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HNW clients are more exposed to disruption 2022 ushered in a new period of financial uncertainty around the world. A prolonged market downturn was accompanied by runaway inflation and a... Read more continue reading

SuperConcepts launches new pricing for SuperMate 

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Leading SMSF administration, education, and software solutions provider, SuperConcepts, has announced a new pricing structure for their self-managed super accounting software, SuperMate. SuperMate’s new pricing brings all the great features... Read more continue reading

RBA: Is the narrow path a tightrope?

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Much has been made of the RBA Board’s decision at its April meeting to leave the policy rate unchanged at 3.60 per cent. That “pause” confirms the RBA’s status as... Read more continue reading