All Articles tagged with 'Shaun Green'

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It’s much worse than you think: interim research findings show a deepening advice practice data and implementations crisis

Elemnta has released interim research results revealing a significantly deeper-than-first-estimated capacity crisis facing Australia’s financial advice sector. The interim results reveal that data and implementation inefficiency are emerging as two

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12 Nov 2025

Elemnta targets advice capacity crisis with Adviser Workbench launch, cutting admin workloads by up to 90%

Elemnta today announced the official launch of Adviser Workbench, an implementation solution designed to tackle a deepening capacity crisis impacting the Australian financial advice and wealth management sector. The platform

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23 Oct 2025

FirstChoice client onboarding now integrated with Morningstar AdviserLogic

From CFS - Colonial First State

Colonial First State (CFS) and Morningstar has announced new functionality on the FirstChoice platform which enables advisers to utilise existing client data via seamless integration with Morningstar’s AdviserLogic software. Developed

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29 Nov 2024

Research reveals data integration, fragmentation, and product implementation as chronic pain points among wealth and financial advisers

elemnta has announced key independent research findings that shed light on the severe data-related challenges holding back Australia’s wealth management sector. The research, ‘Data Storm: Exposing the Real Data Challenges

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19 Nov 2024

Colonial First State and Elemnta deliver seamless Xplan integration with major enhancement to the FirstChoice platform

From Colonial First State

Colonial First State (CFS) has announced new technology available on the FirstChoice platform which reduces set-up time for new and existing accounts by up to 80%[1]. Developed in collaboration with

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22 Nov 2023

Helen Thom joins Advice Revolution as Head of Sales

From Advice Revolution

Advice Revolution has bolstered its senior team by appointing Helen Thom as Head of Sales. Thom comes with over 20 years of experience in the financial advice industry and advice

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11 Apr 2022

Advice Revolution partners with Worksorted

From Advice Revolution

Advice Revolution and Worksorted have partnered to help advisers reduce cost to serve and improve their technology experience. The biggest problem for financial advice businesses is the cost to serve.

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17 Aug 2021

Advice Revolution reduces cost of advice and accelerates digital adoption by providing a free fact find

From Advice Revolution

The Royal commission has doubled the cost of advice for many practices. Fact finding with clients is the most time consuming part of the advice process. Advice Revolution is offsetting

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10 May 2021

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]