RI Advice announces 2021 Practice of the Year

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Financial advisory and accounting firm, Pride Advice has received the prestigious RI Advice Practice of the Year Award for the fifth time, reflecting the group’s commitment to delivering high quality... Read more continue reading

La Trobe Financial wins two Asia Pacific awards

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La Trobe Financial has announced that it has won two prestigious Asia Pacific awards. The first being the CEO of the Year, Wealth Management Asia Pacific and the second Non-Bank... Read more continue reading

Effi announces new partnership with global comparison site Finty

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Mortgage broking platform Effi has announced a partnership with comparison site Finty, which will enable brokers to reach more potential customers throughout Australia. Finty, formerly Credit Card Compare, is on... Read more continue reading

New digital SOA solution makes advice Roar to life

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Financial planning technology company, Roar Software, has launched Australia’s first dynamic statement of advice (SOA) tool with a human avatar to help drive client engagement, amidst ongoing COVID-19 lockdowns and... Read more continue reading

Why are you so happy? The wellbeing effects of financial advice and what they mean for Advisers

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Fact: People who have received financial advice are happier than those who haven’t. You wouldn’t know it – given the media’s laser-like focus on the negative – but the financial... Read more continue reading

Financial services industry must focus on university graduates or face extinction

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Following tighter industry regulations after the Royal Commission, a financial services beacon is concerned that industry employment is in decline, and is calling on more investment into the career of... Read more continue reading

Ethics – why good people make poor choices

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Ethical values provide a moral compass by which people live their lives and make decisions. This article, sponsored by GSFM, investigates the ways financial advice practices can support ethical behaviour... Read more continue reading

Harnessing AI for corporate engagement

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Systematic investor, Acadian Asset Management LLC, has developed an automated system to identify greenwashing in potential investment targets. Greenwashing occurs when organisations make unsubstantiated claims about their ethical and/or environmental... Read more continue reading

Lumiant launches ‘Your Life’ that lets the client scope their success 

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Software supported advice platform, Lumiant, has launched its new ‘Your Life’ module. The new module enhances the Lumiant discovery process by identifying what success truly looks like for clients by... Read more continue reading

Advisers and accountants may need to rethink M&A plans

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The accounting and financial advice industry is awash with buying opportunities and cashed-up buyers are in poll position to snag quality assets with the institutions out of the running, according... Read more continue reading