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The next evolution of financial advice
Want to provide really valuable financial planning advice? Understand your clients' values.
BLOG • Wed, 17 Aug 2022
Managed accounts key to ensuring sustainability of advice firms
Managed accounts are key to ensuring the sustainability of an advice practice, experts have said.
NEWS • Tue, 05 Jul 2022
Managed accounts and market gyrations
The first few months of the year brought increased volatility with equity and bond markets undergoing major corrections, along with Russia’s invasion of Ukraine, ...
BLOG • Tue, 05 Jul 2022
FPA develops new SOA video toolkit for members
The FPA has developed a new SOA video toolkit to guide members.
'Current regulatory approach is preventing innovation', company says
HUB24 believes that the existing regulatory framework does not provide sufficient regulatory certainty to support industry in seeking to innovate and invest in digital ...
NEWS • Thu, 30 Jun 2022
Technology set to play integral role in future of advice
Digital advice will play an integral role in the future of financial advice in Australia, an expert has argued ahead of the Quality of Advice Review.
NEWS • Tue, 21 Jun 2022
Taking a hybrid approach to cloud migration for financial markets
The adoption of cloud-based applications and services in the financial markets sector continues to gather pace, across the front, middle and back office.'
BLOG • Thu, 09 Jun 2022
Adviser Innovation Summit 2022 wrap: 'The cyber threat is definitely interested in you'
Advisers should be banking in security from the very get-go of their digital journey, the Adviser Innovation Summit has heard.
NEWS • Thu, 09 Jun 2022
Why advisers need to urgently tackle the cyber threat challenge
“Advisers should be banking in security from the very get-go of their digital journey,” Major General Dr Marcus Thompson AM said at the Adviser Innovation Summit in ...
NEWS • Tue, 07 Jun 2022
