All Articles tagged with 'Wayne Robinson'

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CashDeck and MyMoney partner to educate on wealth management

CashDeck has announced that it has signed an agreement with MyMoney to provide personal wealth management software and financial education to over 1000 of MyMoney’s clients. The partnership will help MyMoney’s

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14 Jul 2017

InvestmentLink expands leadership team, targets wealth management education

From InvestmentLink

InvestmentLink, Australia’s largest financial data source, is pleased to announce the appointment of Owen Joyce as the company looks to further develop solutions to assist financial planners, accountants, bookkeepers and

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06 Jun 2017

InvestmentLink offers data feeds to support goal-oriented client outcomes

From InvestmentLink

InvestmentLink, Australia’s largest financial data source, has integrated its comprehensive investment data feeds into a personal wealth management platform designed to support advisers in delivering clients’ goal-oriented outcomes. The cloud-based

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24 May 2017

Fintech sector falling short on adviser-focused solutions

From InvestmentLink

To the frustration of many Australian financial advisers, the FinTech sector has not yet delivered effective tools for the financial planning industry. Most of the current activity in the sector is

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17 Feb 2017

InvestmentLink provides My SMSF with data feeds as part of grant program

From InvestmentLink

InvestmentLink, Australia’s largest independent financial data source, has announced that it will provide My SMSF access to its platform of data feeds as the company joins InvestmentLink’s grant program. My SMSF

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01 Nov 2016

InvestmentLink establishes data grant for emerging fintech companies

From InvestmentLink

InvestmentLink, Australia’s largest independent financial data source, yesterday announced the establishment of a data grant designed to support emerging companies in the Australian fintech sector. The grant will give selected companies

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03 Aug 2016

InvestmentLink developing real-time wealth management compliance product

From InvestmentLink

InvestmentLink, Australia’s largest independent financial data source, yesterday said it is developing a real-time compliance product that will give financial advisers and dealer groups immediate and ongoing compliance reporting. The product,

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11 May 2016

Standardisation of data access crucial to development of Australian fintech industry

From InvestmentLink

One of the major challenges facing the emerging Australian fintech sector is the lack of a standardised format for accessing financial data. The complexities of accessing sufficient institutional and client

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05 Apr 2016

InvestmentLink launches new data service for growing fintech sector

From InvestmentLink

InvestmentLink, Australia’s largest financial data source, today announced the launch of a new data service specifically developed for the growing fintech sector. InvestmentLinkRT (ILRT) provides software developers an expanded data

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23 Mar 2016

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CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]
CPD: ASIC’s 2026 review of qualification compliance – practical implications
Imagine you were qualified but nobody told ASIC Imagine you had met the exacting educational standards to practice as a financial adviser, but someone didn’t tell ASIC, or at least, [...]
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 [...]