All Articles tagged with 'Scott Miller'

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Asendium completes $1.1m capital raise

Financial advice disruptor Asendium has completed a capital raise and secured more than $1.1m of investment, primarily from the financial services industry. Asendium is transforming the way financial advisers deliver advice, through a dynamic platform that creates all required advice documents at the same time, through one instance of data entry. It is designed to

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11 Nov 2021

Asendium selected by My Dealer Services as preferred technology partner

Financial advice disruptor Asendium has announced it has been added as a preferred technology partner by My Dealer Services, who provide services to more than 250 financial advisers. Asendium is transforming the way financial advisers deliver advice, through a dynamic platform that creates all required advice documents at the same time, through one instance of

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21 Sep 2021

Asendium announces partnership with Fourth Line to deliver compliant advice

Financial advice disruptor Asendium has announced it has entered a memorandum of understanding with regtech firm Fourth Line to integrate platforms and enable Asendium customers to receive risk and compliance reviews of advice documents as part of their advice delivery. Asendium is transforming the way financial advisers deliver advice, through a dynamic platform that creates

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09 Aug 2021

Top advisers recognised in annual Hillross, AMP Financial Planning and Charter Awards program

From AMP Capital

Individual advisers and practices across the Hillross, AMP Financial Planning and Charter Financial Planning network have received top awards to recognise their high levels of professionalism, operational excellence, superior client service and quality advice as part of an annual awards program. Hillross and AMP Financial Planning Managing Director, Michael Guggenheimer, and Charter Financial Planning Managing

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25 Jan 2017

Exit Planning Institute Awards names Craig West 2014 Exit Planner of the Year

From Exit Planning Institute

Succession Plus CEO Craig West was honoured as the recipient of the Peter Christman Exit Planner of the Year award by the Exit Planning Institute (EPI), at the organisation’s 2014 International Conference that brought together practitioners and experts from across the globe to Fort Worth, Texas earlier this month. EPI International President Christopher M Snider,

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17 Oct 2014

Earn CPD Points

CPD: Emerging Markets equities - Long term growth opportunities abound
Emerging market have complicated governance structures, evolving macroeconomics and immature institutions, which leads them to be dynamic, complex and their [...]
CPD: A stock-take for dividend seeking investors
A stock-take of Australian equity dividends from an investor’s perspective results in a number of conclusions. Max Cappetta, CEO of [...]
CPD: Ethics and inappropriate financial advice
Earlier this month ASIC revealed that six of Australia’s biggest banking and financial services institutions have paid or offered over [...]
CPD: Adviser briefing - genetic testing in life insurance
2022 review of life insurance genetic testing moratorium In June 2022, Australia’s life insurers announced[1] their intention to cease their [...]
CPD: The inflationary implications of deglobalisation, demographics and decarbonisation
In a reflationary environment, GSFM’s investment partner Epoch expects investors to exhibit an increased focus on capital allocation, as well [...]