SEARCH
Macquarie Wrap funds swell above $100bn
The banking giant has revealed funds on its platform have surpassed $100 billion as it focuses on supporting adviser efficiency.
NEWS • Thu, 13 May 2021
Midwinter gets new commercial head
The advice technology provider has appointed a former AMP executive as it looks to global expansion.
NEWS • Thu, 06 May 2021
'Overly complex and unwieldy': ALRC sets out regulatory reform agenda
The Australian Law Reform Commission has unveiled a range of preliminary findings in its inquiry into how the complicated legal framework surrounding financial services ...
‘Under the radar’ challenges facing self-licensed advisers in 2021
The pace and broad scope of changes that financial advisers are managing in the wake of the royal commission are incredibly challenging. With the raft of regulatory ...
BLOG • Mon, 26 Apr 2021
Clients unimpressed with platform features
A new global research report has revealed that only around a third of investors think the platforms they and their advisers use have got the digital experience right.
NEWS • Thu, 22 Apr 2021
Managed account use jumps amid COVID crisis
The majority of advisers are now using managed accounts in their business, with the COVID pandemic having boosted client engagement among practices that were regular ...
NEWS • Wed, 07 Apr 2021
Momentum Media launches Adviser Innovation Summit 2021
One of the most popular events on the financial adviser calendar is back and better than ever in 2021, delivered in a physical format for the first time since the ...
NEWS • Tue, 30 Mar 2021
Secure your online assets… if you want to stay in business
Online attacks on financial services and other sectors have grown in number, size, and sophistication. PwC notes that fraud incidents, both online and offline, increased ...
BLOG • Fri, 26 Mar 2021
Can a younger client base make your business worth more?
Engaging new generations of clients not only makes good business sense, but can directly affect the sale price of your practice, one M&A consultant has said.
NEWS • Tue, 23 Mar 2021
