5 techniques for building ‘change fitness’ in financial advice practices

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Financial advisers and practice owners could be forgiven for feeling, at times, like they are caught up in an endless round of ‘Squid Games’. Whilst the price of failure in... Read more continue reading

BT Panorama’s mobile app and client portal rated no.1

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For the fourth year running BT Panorama has been awarded best mobile platform and best client portal by industry research house Investment Trends.[1] In its latest Platform Competitive Analysis and... Read more continue reading

CFA Institute report says investment organisations need to better manage culture

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A new report from the CFA Institute, The Future of Work in Investment Management: Changing Organisational Cultures, has found that the culture of investment organisations often constrains innovation; for stronger cultures to... Read more continue reading

Capitaliz builds strong international market traction on back of significant demographic trends

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Australasia’s largest succession and exit planning advisory firm, Succession Plus is building its international presence with Capitaliz, a digital tool designed to service the baby-boomer generation seeking to unlock value... Read more continue reading

SuperConcepts announces virtual launch for SMSF software, SuperMate

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Leading SMSF administration, software and training provider, SuperConcepts, have confirmed the launch date for its SMSF accounting software, SuperMate. The new web-based software, which was set to be unveiled at... Read more continue reading

Scope creep: The number one problem in fixed fee advice

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“Scope Creep” is the killer for the Holy Grail of professional services business models: fixed fee advice. That ideal model which so many aspire to is having clients who agree... Read more continue reading

Data has become the biggest technical challenge for 81% of fintechs worldwide

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Issues with data prevent fintechs from improving service offering and adopting next gen technologies according to new survey of over 500 decision-markers Eighty-one percent of global fintechs cite data issues... Read more continue reading

Are your asset managers equipped to face today’s cyber threats?

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The profoundly altered work environment ushered in by COVID-19 has created new avenues for cyber-attacks, including collaboration tools, video conferencing solutions, devices and cloud-based applications. Recent operational due diligence (ODD)... Read more continue reading

ANZIIF announces ‘Making a Difference Awards’ Winners for New Zealand and Broking categories

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce the winners of the Making a Difference Awards for New Zealand and Broking categories. New... Read more continue reading

Bloomberg’s 2022 Gender-Equality Index shows companies increasingly committed to reporting ESG Data

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Bloomberg has announced that 418 companies representing a combined market capitalization of USD16 Trillion and headquartered in 45 countries and regions are included in the 2022 Bloomberg Gender-Equality Index (GEI). ... Read more continue reading